A full-service business practice,
emphasizing small business start-ups,
professional practice sales and transitions,
corporate and business law and related tax issues,
real property, and estate planning.
Prompt and personalized service guaranteed.
MATTERS HANDLED BY THIS OFFICE INCLUDE:
PROFESSIONAL PRACTICES
Practice sales and transitions (dental, medical, veterinary) and related tax allocations; incorporations and corporate maintenance; expense sharing, shareholder, employment and association agreements; commercial and private lending; collections; and medical and dental office leases.
CORPORATE & BUSINESS LAW
Corporate and limited liability company formations, maintenance and securities registration exemptions; business sales; buyout, employment and independent contractor agreements; consumer and commercial collections; loan, lease, distribution, marketing, licensing, non-disclosure and other customer and supplier contracts; and pre-trial litigation, counseling and resolution of various civil law matters.
REAL PROPERTY LAW
Real property leases, sales, options and loans; road and utility system maintenance agreements, CC&Rs and grants of easements; and partnership and limited liability company formations.
ESTATE PLANNING
Living trusts, wills, insurance trusts, health care directives, powers of attorney, and gift and tax planning.
USC Law School, J.D., 1984 Top 20% Graduate Dartmouth College, A.B., 1981 Honors Program in Mathematics Golf Team
LICENSED
California, 1984 Texas, 2000 Tennessee, 2007 US Tax Court, 1989 US Supreme Court, 2009 California Broker, 1998
PROFESSIONAL ORGANIZATIONS
US Supreme Court Bar California Bar Association Texas Bar Association Tennessee Bar Association
Santa Barbara County Bar Association Medical Legal Committee (Chair 1993-1997)
REFERENCES
California Practice Sales, Inc. Ken Rubin Practice Sales, Inc. Lee Skarin and Associates, Inc. Practice Transition Partners, Inc. Pacific Capital Bancorp, N.A. Santa Barbara Cottage Hospital Berti Spechler Sarmiento McKay and Co.
and many individual dentists, corporations, and other small businesses