PRACTICE AREAS
“Your trusted advisors and just the right addition to your team to take you to the Top!”
At The Carter Firm, PLLC, our mission is to provide exceptional and comprehensive legal services in the areas of Real Estate, Estate Planning & Probate and Corporate Law. Our experienced and knowledgeable attorneys are here to help you navigate the complexities of these legal matters with confidence.We strive to provide personalized and individualized service to all of our clients, and our team is dedicated to helping you reach your goals. Whether you’re looking to plan your estate, resolve a legal dispute, or create a business entity, the attorneys at The Carter Firm, PLLC are ready to assist you.
REAL ESTATE & COMMUNITY DEVELOPMENT
Our firm has a strong focus on real estate and community-development. We pride ourselves with advising our clients from pre-acquisition and development through stabilization and liquidation. We work with For -Profit and Non-Profit organizations in project and site selection and capital raise of Public/Private Funds. Our attorneys and consultants are experienced in advising clients with the acquisition and disposition of all types of real estate assets, including office buildings, retail commercial properties, mixed use properties, hotels, single-family and multi-family residential. Our firm can provide counsel in all aspects of the transaction; negotiation, deal structuring and documentation. From the planning stages, through the regulatory and approval process, to site acquisition and construction. Our services include reviewing developers’ plans, drafting and revising developers’ purchase and sale agreements, advising on multi-family and condominium documents, project funding and project management in compliance with local, state, and federal laws. We can handle administrative proceedings, such as land use, code enforcement, permitting and rezoning.
BANKING & FINANCE
Our firm has several decades of finance and private banking experience, with the vast capacity to advise clients on all finance matters; Including mezzanine financings, warehouse financings, asset-based lending transactions, real estate financings, credit restructuring transactions, and municipal finance transactions, as well as preferred equity investments and venture capital round financings, among others. Our attorneys and advisors guide clients through all facets of financing, deal structure, regulatory compliance, negotiation, documentation, and implementation.
CORPORATE LAW
We advise clients in all industries of corporate and business matters, including finance, operations, governance, contracts, real estate, general and regulatory law, labor, and employment issues. We work with small start-ups to mid-size companies in expansion. We bring over several decades of experience and a vast network of expert co-advisors, to meet all your business needs. Entity formation and planning; drafting and negotiating operating, partnership, and shareholder agreements; corporate governance and strategic legal and business advice; contract interpretation in each of the following industries: hospitality, franchising, oil and gas, consulting, automotive, financial services, broadcast and media, real estate, construction, manufacturing and distribution, and sports and entertainment.
ESTATE PLANNING & PROBATE
Our firm offers individuals and families advice on wills and trusts planning, lifetime gifting strategies, life insurance, philanthropic and charitable objectives, asset protection strategies and disability. We counsel and advise executors, administrators, trustees and guardians through the probate and estate administration process, such as collecting and inventorying decedent property, discovering and settling the debts of the decedent, and distributing the remaining assets to the beneficiaries. Our firm can help draft important estate planning documents such as wills, trusts, livings wills, powers of attorney, and designations of health care surrogates, as well as pre-need guardians for adults and minor children.
INVESTMENT MANAGEMENT
We work with your team of advisors and ours to advise our clients on the following:
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Legal structure and entity formation.
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Selection and interface with strategic partners, investors and funding sources, operating and partnership agreements.
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Review of organizational policy and procedure, sales and marketing plans.
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Drafting of service provider agreements, including advisory, intermediary, administration, and management agreements.
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Advice from inception through reallocation to winding down conduit or business venture/partnership.
PRIVATE EQUITY
Our attorneys assist with structuring, drafting, and negotiating investment terms and all related documentation, including term sheets and investment, purchase, shareholders and investors rights and key executive employment agreements, and all necessary filings to satisfy regulatory compliance with applicable federal and state laws.
PRIVATE CLIENT AND WEALTH MANAGEMENT
Our firm has extensive network of advisors the work with private high-net worth clients. Our attorneys and co-advisors create asset-management, estate, and business succession plans for individuals, businesses, and families. Our private client attorneys know the rules and regulations governing income, gift, and estate taxation, and work closely with financial advisors to structure plans that protect assets, benefit future generations, and facilitate the support of charitable, educational, and non-profits.
INSURANCE LITIGATION
Our firm represents both plaintiffs and defendants in insurance coverage disputes and litigation. We provide practical counsel with you our client in mind, in the midst pre-suit, settlement negotiation, mediation, arbitration and litigation.