Executors And Administrators, Trustees, Guardians:
Being appointed an executor, administrator, trustee or guardian is a big responsibility. Mesnard Law Office guides these fiduciaries through their legal responsibilities, assists with accounting and legal reporting, and helps clients navigate the courts and financial institutions, while reducing exposure to liability. Unfortunately, disputes can arise, and we are experienced in resolving disputes related to estate, trust and guardianship administrations.
Executives And Health Care Professionals:
Attorney Mesnard has spent a decade representing high earners and high net worth individuals with respect to their personal needs, including understanding stock options and awards, partnership and operating agreements, employment agreements and revenue-based compensation plans. Particularly in the medical professional space, attorney Mesnard represents many physicians, dentists and veterinarians who are employed by a practice or who own their own practice.
Small-business owners have to wear a lot of hats. We want our clients to focus on their businesses. Education is important to us, and we make sure our clients understand what they need to know about legal structure, choice of entity and basic governance. When clients get to major transactions and growth opportunities, we work to get those opportunities addressed on the best terms possible and in an efficient manner. Because an important part of our work includes building relationships with bankers, accountants, brokers, HR professionals and other professionals, when a client needs to buy a new building, hire staff or create a new division of their company, we are ready with a portfolio of resources to assist our clients with their growing and changing business needs.
Individuals And Families:
We see new individuals and families in our offices every week. From simple estate planning, beneficiary representation, asset protection planning, or complex and tax-advantaged estate planning, we represent clients at every stage. Our favorite meetings are when clients bring their babies to the meeting!
Whether your desire is to provide stability for your children or other beneficiaries, fulfill your charitable goals, or protect assets, we can create a plan that works for you.
We are accustomed to assisting with unique family dynamics, including blended families, unmarried partners and beneficiaries with special needs. We can even draft special provisions for your pets! We tailor our work to meet the individual needs and objectives of all our clients.
Having practiced law for over a decade dealing with complex matters of tax, small business, asset management and fiduciary obligations, we have watched many clients struggle with how to raise questions, with understanding the technical issues before them and with engaging their attorneys to ensure that their concerns are being properly addressed. Unfortunately, many (but not all) of these clients are women. We strive to provide approachable, high-quality representation for all of our clients.
Regardless of your background and experience, your attorney should educate you so that you have the ability to make the best decisions and to maximize your legal efforts. At Mesnard Law Office, we first empower our clients with education and understanding, so that when we get to those tough questions about qualifying for business loans, directing your required minimum distributions to charity, making a tax election or naming a trustee, you’re in the driver’s seat.
We often provide representation to or consultation with other law firms, banks, corporate trustees and financial advisory practices with respect to estate planning, trust administration and other fiduciary services. We are accustomed to the special billing practices and unique attorney-client dynamics involved with representing large organizations as they navigate their fiduciary responsibilities to their customer base. We also partner with financial advisory practices to provide streamlined and consistent representation to their clients for estate planning.