Business - General
Day-to-day and strategic counsel for independently-owned businesses on choice of entity, contracts, negotiations, corporate governance, and risk-sensitive decisions.
Explore Business - General
Practice Areas
Focused legal services for consequential decisions.
Roni's practice is intentionally focused so clients receive experienced guidance in the areas where she can offer the greatest value.
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Learning from Prior Experience
Past is not prologue, but it is a great teacher!
Roni is a better drafter and adviser because she has dealt with commercial and probate/trust litigation, difficult family dynamics, business disputes, and high-stakes transitions. That history helps her guide clients toward decisions and plans that can stand up better under strain.
- Successfully removed a biased trustee for breaches of fiduciary duty and civil theft, recovering hundreds of thousands of misdirected funds.
- Advised and reached settlement to remove a partner of business venture who refused to participate in its management.
- Represented attorney-in-fact/daughter of widow in litigation over step-child's attempts to remove assets from her husband's estate.
- Represented construction services company in successful recovery of "retainage" that was improperly withheld by general contractor.
- Structured buy-sell and the tax-efficient transfer of family business from second generation to third, and coordinated with their estate plan.
- Handled estate administration of Grammy-winning composer involving royalties and international assets.
- Negotiated pre-marital agreements to specifically protect the family business or else preserve family legacy.
Focused Areas of Practice
Focused Areas of Practice; Broad Array of Services.
Roni has served as general counsel for closely-held businesses in varying industries. On the one hand, she can prepare sophisticated master services contracts and NDAs for a pharmaceutical/biopharma services company; and on the other hand she can prepare a manure easement for a dairy farm. For numerous clients in I.T., construction, agriculture, ophthalmology, janitorial services industries she has designed, negotiated and closed the sale or transfer of the company (or its assets). For one large dairy farm client, she even innovated a unique lease agreement for an anaerobic digester that converts manure to energy source (there's no template for that!).
In the trust and estates world, she's worked with single individuals, traditional and non-traditional families; business owners, third-grade teachers, physicians, nurses, farmers and consultants; U.S. citizens and non-citizen residents (green card holders); families with net worths of $1Million or $40million. Her experience in these select areas of law is deep, but the families, companies, and industries Roni serves are extremely diverse.
Business Transitions
Guidance on preparing for the sale or purchase, succession planning for the next generation, or key employee/management takeover. During these discussions the legal, tax, and practical concerns all need a seat at the table.
Explore Business TransitionsEstate Planning
Estate plans tailored around the client's make up, family dynamics, asset mix, business interests, charitable or legacy goals, and desired degree of simplicity or control.
Explore Estate PlanningProbate & Trust Administration
Counsel for executors and trustees who need to administer matters carefully, impartially, and without costly missteps.
Explore Administration MattersAlso offered in the right matters
The source material also reflects work involving charitable planning with retirement accounts or sale proceeds, estate planning for U.S. citizen and non-citizen residents, and guardianship or conservatorship in uncontested matters.