Our Services

Read below to learn more about what we can do for you.

Business | Taxes | Estate Planning | Wealth Presentation

Business Planning - Compliance, Mergers, Acquisitions

 

We are your trusted partner for comprehensive legal services in the realm of business planning. Our team specializes in navigating the complex landscape of mergers, acquisitions, and compliance to ensure your business’s success and legal security. Here’s how we can assist you:

  • Mergers and Acquisitions: Our experienced legal professionals provide expert guidance in the mergers and acquisitions process. We help you identify potential opportunities, perform due diligence, negotiate terms, and execute seamless transactions.

  • Legal Structuring: We assist in determining the most appropriate legal structure for your mergers and acquisitions, taking into consideration tax implications, liability protection, and operational efficiency.

  • Contract Drafting and Negotiation: We draft, review, and negotiate contracts, ensuring that all terms and conditions are favorable to your business objectives and compliant with applicable laws and regulations.

  • Due Diligence: Our team conducts thorough due diligence to evaluate the financial, operational, and legal aspects of potential acquisitions, providing you with critical insights to make informed decisions.

  • Regulatory Compliance: We help you stay on the right side of the law by ensuring that your business operations and transactions are fully compliant with local, state, and federal regulations.

  • Corporate Governance: We provide guidance on corporate governance best practices, assisting you in maintaining the highest level of transparency, accountability, and compliance within your organization.

  • Risk Mitigation: Don Gary PLLC works diligently to identify and mitigate potential legal risks associated with mergers, acquisitions, and business operations.

  • Strategic Planning: We collaborate with you to develop a strategic roadmap for your business, aligning your objectives with the legal and regulatory framework to maximize long-term success.

  • Dispute Resolution: In the event of legal disputes or regulatory issues, our experienced litigators will represent your interests and work towards swift and favorable resolutions.

When it comes to business planning, mergers, acquisitions, and compliance, Don Gary PLLC combines legal expertise with practical insight to protect and enhance your business’s future. Contact us today to schedule a consultation and discuss how we can assist in achieving your business goals while staying in compliance with the law.

Taxes - Planning, Compliance, & Controversy

 

We understand the intricate and ever-evolving landscape of taxation. Our comprehensive tax services cover planning, compliance, and controversy resolution, offering a holistic approach to your tax needs. Explore how we can assist you in navigating the complex world of taxes:

  • Tax Planning: Our skilled tax professionals help you develop strategic tax plans to minimize your tax liability while maximizing your financial efficiency. We create customized strategies that align with your short and long-term financial goals.

  • Tax Compliance: Ensuring full compliance with tax regulations is crucial. We meticulously prepare and file tax returns for individuals, businesses, and organizations, eliminating the stress and complexities associated with tax reporting.

  • Audit Representation: If you face a tax audit, our dedicated team offers expert audit representation services. We’ll guide you through the audit process, provide support in negotiations, and work to achieve the best possible outcome.

  • Tax Controversy Resolution: When disputes or controversies arise with tax authorities, we step in to protect your interests. Our tax professionals have the expertise to handle negotiations, appeals, and litigation if necessary, providing you with strong advocacy in your tax matters.

  • Estate and Gift Tax Planning: For individuals concerned about estate and gift taxes, we offer tailored planning to minimize tax exposure while ensuring the smooth transfer of wealth to future generations.

  • Tax Efficiency Strategies: We work with businesses and individuals to implement tax-efficient strategies, including structuring, deductions, and credits, to optimize your financial position.

We are your trusted partner for all matters related to taxes, offering a wealth of experience and a dedication to achieving your financial objectives while staying in compliance with the ever-changing tax laws. Contact us today to explore how we can help you plan, comply, and navigate any tax controversies that may arise. Your financial security and peace of mind are our top priorities.

Estate Planning & Administration

We’ve got your back when it comes to comprehensive estate planning and administration services, designed to protect your assets, preserve your legacy, and ensure the seamless transfer of wealth to your loved ones. Here’s how we can assist you in managing your estate:

  • Estate Planning: Our experienced estate planning attorneys work closely with you to create a customized plan that aligns with your unique financial situation and personal goals. We help you draft wills, trusts, and other legal instruments to ensure the efficient and effective distribution of your assets.

  • Trust Establishment: Our team assists in the establishment of various types of trusts, such as revocable living trusts, irrevocable trusts, and charitable trusts, to achieve your specific objectives, including minimizing estate taxes.

  • Probate Avoidance: We employ strategies to minimize the probate process’s impact on your estate, allowing for a smoother and more cost-effective transfer of assets.

  • Estate Administration: When the time comes, we provide efficient and compassionate estate administration services, guiding your loved ones through the legal requirements and responsibilities associated with settling your estate.

  • Tax Planning: We help minimize estate taxes and ensure that your estate is in compliance with current tax laws, ultimately reducing the tax burden on your beneficiaries.

  • Healthcare and End-of-Life Planning: Our services extend beyond financial matters to include advanced healthcare directives and end-of-life planning, ensuring your medical and personal wishes are honored in times of need.

  • Beneficiary Designations: We work with you to review and update beneficiary designations on various accounts, such as retirement plans and life insurance policies, to ensure they align with your estate planning goals.

We are dedicated to helping you secure your family’s financial future and make your estate transition as smooth and stress-free as possible. Whether you need to create a comprehensive estate plan or navigate the complexities of estate administration, our knowledgeable team is here to guide you every step of the way. Contact us today to discuss your estate planning and administration needs and achieve peace of mind for you and your loved ones.

Wealth Preservation & Succession

 

We recognize the importance of securing your wealth for future generations and ensuring a smooth transition of assets. Our Wealth Preservation & Succession services are tailored to protect your financial legacy and promote the seamless handover of assets. Here’s how we can help:

  • Protection: We employ strategies to safeguard your wealth from potential creditors, lawsuits, and unexpected financial setbacks, allowing you to maintain and grow your assets.

  • Wealth Preservation Strategies: Our team of experienced attorneys designs custom wealth preservation plans that address your unique financial situation and objectives. These plans may include the creation of trusts, gifting strategies, and other financial instruments to reduce your estate’s tax burden.

  • Business Succession Planning: For business owners, we offer comprehensive succession planning to ensure a smooth transition of ownership and management, preserving the continuity of your business while minimizing tax implications.

  • Trusts and Family Foundations: We assist in the establishment of trusts and family foundations, providing a structured approach to managing and distributing wealth while safeguarding your assets for the benefit of your heirs and charitable causes.

  • Tax Efficiency: Our tax experts help you optimize your financial position by leveraging tax-efficient strategies, ensuring that your wealth preservation plan is fully aligned with your tax objectives.

  • Estate Planning for High Net Worth Individuals: If you have a substantial estate, we provide specialized estate planning services, including creating sophisticated structures to mitigate estate taxes and protect your wealth for the benefit of successive generations.

  • Retirement and Investment Planning: We help you plan for your retirement and make informed investment decisions to sustain and enhance your wealth.

  • Intergenerational Wealth Transfer: Our services focus on the long-term, ensuring that your wealth is efficiently transferred to the next generation, while adhering to your values and goals.

We are dedicated to helping you preserve your wealth, protect your legacy, and pass on your assets in the most effective manner. Whether you’re a business owner, a high-net-worth individual, or simply wish to ensure a financially secure future for your family, our experienced team is ready to work with you to develop a comprehensive wealth preservation and succession plan. Contact us today to discuss how we can protect your financial legacy and secure your family’s financial future.

Thank you!

Thanks for your interest. I know you have a lot of options when it comes to legal planning. Don Gary PLLC has been the trusted partner of Post Falls area residents. I look forward to meeting with you. Schedule today!

Donald J. Gary, Jr.