Business Advisory Services

Services: wills, trusts, charitable gifts, estate plans, special needs planning, asset protection, and small business organizing and counseling.

Wills, trusts, estate planning, estates, asset protection, and small business counseling. The small business work included counseling a .com business that originated in Park City and then moved to San Francisco, CA.

Work was primarily the preparation of wills, trusts, estate planning, charitable gifting, and related documentation. Most of the work was for clients of various financial planners located in the Southeastern Pennsylvania, Delaware and Central New Jersey areas.

Partner in charge of firm operations at its office in Quakertown, PA that included (i) oversight of the title insurance operation; (ii) preparation and oversight of complex wills, trusts and estate planning; (iii) commercial loan work for Quakertown National Bank; (iv) general counsel for Lifequest, a health care system consisting of a 96 bed hospital, two nursing homes and a home health care system; and (v) property recovery from bankrupt property owners.

1979-1985* General counsel for AM Communications, Inc. whose business was construction of cable TV systems across the US. This privately held company was capitalized through two publicly syndicated public offerings.1980-1984* Solicitor to Quakertown Borough.1983-1990* Organized and operated the Quakertown Industrial and Commercial Development Authority.1984-1986* Counsel to Quakertown Community Hospital that later became Lifequest.1980-1986 Practice otherwise limited to… Show more 1979-1985* General counsel for AM Communications, Inc. whose business was construction of cable TV systems across the US. This privately held company was capitalized through two publicly syndicated public offerings.1980-1984* Solicitor to Quakertown Borough.1983-1990* Organized and operated the Quakertown Industrial and Commercial Development Authority.1984-1986* Counsel to Quakertown Community Hospital that later became Lifequest.1980-1986 Practice otherwise limited to transactional law matters.Notes: * means dates are approximate. Show less

General law practice excluding criminal law and jury trial matters with its principal focus on real estate closings, title insurance agency operation, small business organizing and counseling, solicitor work for Quakertown Borough, wills and estates, adoptions and divorces.