CASE STUDY Buyout Agreement LOCATION Pittsburgh, PA LEGAL SCOPE Business succession planning CASE NOTES – Successful financial planning practice – Agreement accounted for seller’s health history – Complicated business succession plan – Unable to utilize traditional insurance planning DETAILS & OUTCOME In anticipation of his retirement, my client planned to sell his book of business, […]

CASE STUDY Warranty Claim LOCATION Pittsburgh, PA LEGAL SCOPE Defective Equipment Warranty Claim CASE NOTES – New equipment failed within warranty period – Manufacturer disclaimed warranty liability – Manufacturer’s defect caused equipment failure – Mark has knowledge of motorcycle mechanics DETAILS & OUTCOME At the age of fourteen, I owned a Honda SL 175 motorcycle. […]

CASE STUDY Shareholder Retirement LOCATION Pittsburgh, PA LEGAL SCOPE Retirement and Succession Planning CASE NOTES – Two brothers owned equal shares in a company – Brothers worked side by side – Brothers did not speak for over thirty years – My client wished to retire, sell his share of company DETAILS & OUTCOME I was […]