James R. Daneri, Esq.

Representative Transactions

• Guiding business owners through agreements, contracts, compliance, disputes, mergers & acquisitions, maintenance, formation, and dissolution
• Guiding individuals and businesses through federal and state income, gift, estate, and employment tax matters
• Assisting individuals with estate planning matters, including complex revocable living trusts, irrevocable trusts, grantor retained annuity trusts, intentionally defective grantor trusts, qualified personal residence trusts, charitable trusts, private foundations, family limited partnerships, powers of attorney, wills, and health care directives
• Supporting executors and guardians in probate and guardianship matters
• Representing businesses in audit proceedings with the IRS and EDD
• Facilitating real estate transactions for individuals and businesses, including property transfers, tax-deferred exchanges, and property tax assessment disputes
• Helping tax-exempt organizations with compliance and formation
• Counseling business owners on labor disputes, wage disputes, and benefits planning
• Structuring succession planning and buy-sell agreements for business owners