Grant Street
Join us for a quick one hour meeting to learn more about our organization, the Grant Street Chapter, and how being a member will help you accomplish your goals!
- Day: Thursdays
- Time: 7:45am - 9:00am
Having practiced in Indiana for over 25 years, I licensed in CO in late 2020 and then moved to the north suburbs of Denver in 2021. And now I am seeking to work with business owners and persons in CO seeking personalized legal advice for the protection and succession of business interests or other wealth.
As for my "ideal client," I simply want to work with business owners who value advisory services; particularly to weigh in on business/employment/contractual issues and related tax, legacy planning, and asset protection issues. I do so in a very pragmatic way: there's no need to complicate something unless there are very pressing reasons to do so. I like the process of collaborating with the clients' other financial advisors to ensure all of the puzzle pieces fit.Pretty
esoteric, I know, but if you look at my resume, I work across a broad
spectrum of industries and types of folks. For example, I can help a
grammy-award-winning British composer/conductor publish his memoirs, put together a small UK book tour and then prepare an estate plan and handle his US/UK estate
administration;
I can prepare NDAs and MSAs for biopharma consultants, review their executive compansation agreements, then prepare their
estate plans;
But I can also write you a manure easement, and the
business governance, estate succession and marital agreements for the multi-generation
mega-dairy farm owner.
It's the diversity of industry and client profile, and working with clients who have a similar pragmatic approach that I like; not any particular client or industry.
Join us for a quick one hour meeting to learn more about our organization, the Grant Street Chapter, and how being a member will help you accomplish your goals!
We are a high quality B2B networking organization dedicated to helping you identify your ideal strategic partners and facilitate the relationship building process.