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