Estate planning attorney has tech founder client who has a sales agreement to sell economic interest in restricted stock and needs review of agreement. Estate planning attorney wants to encourage client to build relationship with this new corporate advisor because client has significant wealth and will have ongoing corporate advisement needs. transactions in the past. Estate planning attorney will continue to advise client on estate and gift tax, and estate planning matters, so co-counsel or collaborative relationship desired. Client in Modesto area but any California area attorney would work.
Apr 09, 2021