HKR's Transactional attorneys have represented individuals, corporations, and nonprofit organizations throughout the region for more than 35 years. The team provides a full-range of legal services and business solutions. The attorneys work collaboratively to provide a comprehensive solution designed to address the clients’ specific needs.
Deeply rooted in the community, HKR's Transaction Team understands the rules and appreciates the nuances specific to the courts, the government structure and legal and business interests in the metropolitan Philadelphia area.
HKR's Transactional Team represents new and established businesses, financial institutions and other clients in connection with a variety of debt and equity financing transactions, including conventional credit facilities, venture capital transactions, leveraged and management buyouts, asset-based and other secured loans, industrial development and other public financing, private placements and other alternatives for raising equity capital. Additionally, the team represents banks and borrowers in loan transactions and structure complex debt and equity financing for corporate acquisitions.
HKR's Transactional Team has extensive experience in estate and business planning for individuals, including members of family groups; entrepreneurs; owners of closely held businesses; as well as CEOs and other senior executives.
The team also represents purchasers and sellers in all phases of the purchase, sale, or other disposition of businesses and their assets. Whether such transactions take the form of a statutory merger, the purchase or sale of stock or assets, or the creation of new entities through joint ventures or other strategic alliances, HKR's Transaction Team brings the necessary experience.
The services offered by HKR's Transactional Team include:
- Business Planning. We regularly advise on issues of business continuity, family succession planning, family limited partnerships, shareholders’ agreements, buy-sell agreements, estate freezes, and various tax-deferral devices. We also advise on the formation, operation and tax planning opportunities for S corporations, LLCs, and partnerships.
- Charitable Giving. HKR's Transaction Team counsels individuals on charitable giving techniques, including the formation and operation of charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations, and the granting of conservation easements.
- Insurance Planning. Our attorneys have substantial experience in the uses of life insurance for business and personal planning, including funded buy-outs, leveraged purchases of insurance, irrevocable trusts, and dynasty trusts.
- Lifetime Giving. We help clients maximize lifetime giving opportunities by using the annual exclusion and the gift, estate, and generation-skipping transfer tax exemptions, and by leveraging these exclusions and exemptions using sophisticated tax planning techniques.
- Planning for Elderly. We assist in matters involving life care communities, living wills, powers of attorney, and guardianships.
- Prenuptial Agreements. We prepare these agreements in appropriate situations to protect the assets of our clients and their families.
- Probate Litigation. Our team practices extensively before probate courts in a variety of cases involving surcharge, tax issues, will contests, and will construction matters.
- Retirement Planning and Executive Compensation. In counseling executives, our attorneys analyze employment benefits, stock options, restricted stock, lump sum payments, rollovers, and related tax planning matters.
- Tax Planning. The team’s attorneys have significant experience in minimizing gift and estate taxes, income taxes, and generation-skipping transfer taxes in both lifetime and after death situations.
- Use of Trusts. We advise on when and whether trusts are effective to avoid taxes, probate, and creditor and other claims; and on the use of trusts in a variety of other situations.
Contact
(P) 484-243-6878
Locations
610 W. Germantown Pike, Suite 350
Plymouth Meeting, PA 19462
3600 Route 66, Suite 150
Neptune, NJ 07753
New York, NY 10004