Practice Areas

In law, as in life, concerns rarely exist in a vacuum. An action you take regarding your business may affect your personal wealth. Your assets, family concerns, and health impact your estate plan, and your estate plan, in turn, ensures that your assets will be transferred at your death in the manner that you want and with your concerns properly addressed. Interwoven with your concerns regarding your business, retirement plans, compensation, and estate planning is the desire to minimize your tax burden. An action you take to resolve a problem in one area could have unintended consequences in another. That’s why working with a law firm that sees the big picture can maximize the probability that important details will not be overlooked. By taking the time to understand your goals, Mark is able to develop a comprehensive plan that addresses these areas of concern.

Stiebel Law Firm works with you and your other trusted advisors to address the legal issues that affect your financial well-being. Mark has a background in accounting and decades of experience as an attorney helping businesses, families, and individuals with their legal needs. Our practice areas include formation and representation of family and closely-held businesses, employee benefits, estate planning, income and estate tax planning, and related matters.

We invite you to review our practice areas to discover how we can help you.

Family and Closely-Held Businesses

• Formation of Businesses including Tax and Choice of Entity Analysis
• Buy/Sell Agreements
• Employment Agreements
• Design and Implementation of Employee Benefit Plans
• Tax Planning
• Succession Planning
• Buying and Selling Businesses

Employee Benefits

• Design, Implementation, and Operation of:

Profit Sharing/401(k) Plans
Defined Benefit Plans
Defined Benefit and Profit Sharing/401(k) Combination Plans
Employee Stock Ownership Plans (ESOPs)

• Design, Implementation, and Operation of Nonqualified Incentive Compensation Plans for Key Employees
• Internal Revenue Service and Department of Labor Audits
• Correction of Errors under Internal Revenue Service and Department of Labor Voluntary Compliance Programs
• Employee Benefit Issues in Mergers and Acquisitions

Estate Planning and Administration

• Wills
• Revocable and Irrevocable Trusts
• Disability Planning
• Charitable Planning
• Probate Avoidance
• Transfer Strategies for Family Businesses
• Estate and Trust Administration
• Beneficiary Designations

Taxation

• Litigation Support
• Tax Opinions
• Tax Planning
• Preparation of Tax Return Disclosures for Listed Transactions