William Bricker PLLC is a boutique law firm providing the highest level of service to a diverse clientele of high net worth individuals, business enterprises and charities.

Maintain corporate books and recordsForm, dissolve, merge foreign and domestic corporationsMaintain minutes and electionsDraft organizational documentsCreate and maintain corporate structure chartsAssist in both domestic and foreign client investments (promissory notes, share pledge agreements, etc.)Assist with opening bank accounts for clients and entitiesEconomic substance for offshore entitiesTrusts and Estates:Compile KYC for corporate trust companiesAssist attorneys in drafting trust instruments and decantingForm and maintain private trust companiesAssist with drafting wills and healthcare proxiesMeet with clients to assist with estate plan executionAssist with research and writing blog posts for firmTax:Assign employment identification numbers (EINs) for foreign and domestic entitiesAssist managing partner with tax controversy mattersCompile documents and information for protests and IRS submissionsAssist with corporate researchKeep detailed records of all notices and correspondence with the IRSManagerial:Oversee multiple projects and lead new paralegals and attorneysTraining and onboarding all new paralegals and attorneysOversee and manage the implementation of new technologies and software at the firmDesign and create new procedures and workflows to improve productivityLead special projects assigned by managing partnerUpdate and manage all document templates for the firmOversee cloud based document management system as well as in office physical filing systems