Legal Services
TriCord Legal Services, Inc.
TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and provides legal services to our clients when appropriate.
Prior to joining the TriCord Advisors team, Jeremiah Lee spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning.
Services provided by TriCord Legal Services, Inc. include:
Estate Planning
- Living Trusts
- Special Needs Trusts
- Wills
- Powers of Attorney
- Advanced Health Care Directives
- Asset Protection
Business Planning and Services
- Shareholder Agreements
- Buy/Sell Agreements
- Redemption Agreements
- Merger and Acquisition Transactions
- Business Exits and Sales
- Succession Planning
Entity Formation
- Limited Liability Companies
- Corporations
- S-Corporations