Our Clients

Our clients are individuals, corporations and businesses of all sizes and in all stages of growth, ranging from start up companies to established corporations with international operations, as well as highly compensated individuals, closely held business owners, entrepreneurs, high net worth individuals and other dynamic individuals. Our role ranges from serving as outside general counsel to advising clients in areas such as International and Domestic Asset Protection, Corporate Law, Estate Planning, Financial Planning, Family Law, Real Estate Law and Tax Law.

Our Practice Areas

The Law Offices of Stephen R. Trella, Jr.’s focus allows us to cultivate a keen understanding on the needs of our clients and a superior understanding of the trends in business and the market that enables us to maintain a high degree of legal expertise. Our firm provides legal assistance in the areas of:

• International and Domestic Asset Protection: Analysis and implementation of sophisticated techniques to protect your net worth, including International Trusts and International Loan Facilities;
  
  
• Bankruptcy and Debt Workout: Personal and small business Bankruptcy, Creditor Workout and Debt Relief;
  
  
• Business Formations: The formation and maintenance of Corporations, S Corporations, Partnerships and Limited Liability Companies;
  
  
• Business Operations: The preparation and review of Contracts and closing documents for the purchase and sale of a business, Buy Sell Agreements, Annual and Special Minutes, Employment Agreements and Phantom Stock Plans;
  
  
• Marital Dissolution Planning: Comprehensive and modular planning, both pre and post divorce, in cash flow analysis, income tax planning, investment management, retirement planning and estate planning;
  
  
• Estate Planning: The preparation of Wills, Living Trusts, Powers of Attorney for Property Management and Advance Healthcare Directives, Spousal Property Agreements, Estate Tax and legal problems, and Probate and Guardianship proceedings;
  
  
• Financial Planning: Comprehensive and modular planning in cash flow analysis, income tax planning, risk management, investment management, retirement planning and estate planning;
  
  
• Real Estate: : Tax deferred Section 1031 exchanges, buying and selling of any property, advice and representation for Mortgages, Title Insurance, Land Trusts and Leases;
  
  
• Tax Controversies: AAudit representation for Individuals and Businesses regarding disputes with the Internal Revenue Service, Franchise Tax Board, the Employment Development Department and other taxing authorities; and
  
  
• Wealth Accumulation and Transfer: Life Insurance and Charitable Trusts, including Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations and other philanthropic structures.

Philosophy

Clients are best served by the prevention of legal problems through careful and thorough advice given prior to their entering into transactions and business arrangements. When a legal problem does arise, clients will be assisted in finding the most practical and cost-effective solution, which may or may not include litigation

Standards of Practice

All work is done timely and skillfully. Clients are kept informed at various stages by copies of relevant correspondence, documents and pleadings that we produce, send or receive on their behalf. Telephone calls are answered as promptly as possible. Information given by clients is held in strict confidence. Our goal is to see that clients receive high quality legal services.

Fees and Costs

We have reasonable set fees for many items of standard legal services such as, a Will and Testament, Power of Attorney, or Living Will Declaration. Other fees are based on the amount of time spent, the complexity of the case, skill required and similar factors. Fees are discussed in the initial conference.