Legal Services

TriCord Legal Services, Inc.

TriCord Legal Services, Inc. was formed by Jeremiah J. Lee as a separate entity affiliated with TriCord Advisors, Inc. for the purpose of providing estate planning, business and succession planning, and other legal services to our clients.  The ability to provide coordinated financial planning, investment management, and legal services enables our clients to effectively plan for all aspects of their future, both financial and legal.

Prior to forming TriCord Legal Services, Inc., Jeremiah spent seven years with Best Best & Krieger LLP as a business attorney in Riverside, California focusing his practice on mergers and acquisitions, estate planning, and business and succession planning. His transition to the TriCord team has enabled him to come along and guide clients through both financial and legal issues to help them build a life they love.  Services provided by TriCord Legal Services, Inc. include:

Estate Planning

  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Wills
  • Powers of Attorney
  • Advanced Health Care Directives
  • Asset Protection

Business Planning

  • Shareholder Agreements
  • Buy/Sell Agreements
  • Redemption Agreements

Entity Formation

  • Limited Liability Companies
  • Corporations
  • S-Corporations
  • Partnerships
  • Limited Partnerships