Legal Documents
Understand the Tools Behind the Strategy
Every legal strategy depends on execution—and execution depends on documents. But most clients (and many advisors) only see the surface: a trust, an agreement, a deed. What matters is what the document actually does. This section explains the core legal documents behind our services. What powers they grant. What protections they offer. How they integrate with tax elections, ownership structures, and compliance requirements.
Business Documents
Build the Right Foundation: Entity, Equity, and Control
Business law decisions compound. Choosing the wrong entity, skipping a buy-sell agreement, or mismanaging equity can cripple growth or destroy value.
Whether you’re launching, reorganizing, or preparing for sale, our articles walk through the strategic legal moves that shape your business future.
PrivateCounsel gives you a blueprint for legal structure that’s built to last.
Estate Planning Documents
Plan with Purpose: Strategic Tools for the Life You Want to Leave Behind
Estate planning isn’t just about documents—it’s about decisions. Who controls what. What triggers action. How tax, title, and timing shape outcomes.
Poor planning causes conflict. Good planning creates clarity, security, and peace.
We break down the legal strategies that make your estate plan work—now and decades from now.
Asset Transfer Documents
Move Assets with Precision: Avoid Title Problems and Tax Surprises
Transferring assets is deceptively complex. One bad deed or assignment can void protection, trigger penalties, or derail a trust.
We unpack the legal and tax considerations behind real estate transfers, trust funding, business equity assignments, and intra-family gifts.
PrivateCounsel shows you how to transfer ownership the right way—strategically and securely.