o become one of the nation's leading estate and tax planning law firms, J. Douglass Jennings, Jr. knew he had to do things differently. Therefore, he associated both attorneys and certified public accountants to provide legal, estate, tax, financial planning and tax compliance counseling. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
The Law Office of J. Douglass Jennings, Jr., APC has long been helping to guide families through the process of estate planning. By working directly with individuals and their family members, our firm ensures that inheritance and family gifts are always allocated properly and in the best possible manner. With over thirty years in the business, our firm concentrates in the areas of will drafting, property agreements, living trusts, charitable trusts, education trusts, life insurance analysis, liquidity analysis, transfer agent, probate administration, family gifts, generation skipping transfers, estate tax analysis, conservatorships and guardianships.
At the Law Office of J. Douglass Jennings, Jr., APC, we understand the importance of minimizing the tax liability on assets and activities related to personal and business income. By employing both CPAs and CPA/Attorneys, our firm has both the knowledge and experience needed to provide sound advice and assistance to clients on a variety of federal and state tax issues. Our taxation services include tax research, opinion letters, tax projections, tax counseling, preparation of individual tax returns, corporate tax returns, partnership tax returns, fiduciary tax returns, estate tax returns, inheritance tax returns, payroll returns, IRS audits, tax court defense, and Franchise Tax Board audits.
By listening to and prudently evaluating our clients’ business plans and objectives, our office is able to provide effective legal advice and advocacy on all aspects of establishing and running a business. From assistance in selecting the type of organizational entity under which to operate, to the preparation of agreements and sale and purchase of businesses, the Law Office of J. Douglass Jennings, Jr., APC, has a reputation for steering clients and their businesses toward financial success, and away from failure. Our corporate law services include business evaluation, business planning, acquisitions, incorporation, medical reimbursement, wage continuation plans, employee benefits, pension plans, employment contracts, buy-sell agreements, stock redemption plans, profit sharing plans, mergers, liquidations, shareholder’s meetings, and director’s meetings.
It is important for businesses, both big and small, as well as individuals, to obtain expert legal counsel on the development and administration of pension, employment and retirement plans. Our experienced team of attorneys and paraprofessionals recognizes this fact, and in turn, designs and drafts quality retirement plans to meet each client’s wants and needs. Our pension services include analysis of employee census, design and qualification of money purchase, profit sharing and defined benefit pension plans. In addition, our office also designs and qualifies self-directed IRAs, SEPs, Keogh plans, and 401(K) plans.
Buying and selling property are big decisions that should not be taken lightly. At The Law Office of J. Douglass Jennings, Jr., APC, we believe that such significant financial transactions should always be handled legally and professionally. To ensure that this is done, our firm employs a team of experienced attorneys who focus on real estate transactions to make sure the buy-sell process goes as smoothly as possible. Our real estate expertise includes property research, real estate counseling, property evaluations, acquisitions, escrow administration, property management, syndications, private offerings, partnership agreements, financing packages, creative financing, installment sales, lease options, like-kind exchanges, and landlord-tenant relationships.
In terms of business, The Law Office of J. Douglass Jennings, Jr., APC works with clients both nationally and internationally to make sure all transactions are researched from beginning to end. Our firm focuses primarily on the planning, negotiation, administration and closing of sophisticated transactions involving acquisitions and divestitures of businesses and tangible and intangible assets, formation and dissolution of joint ventures, and exchange of assets. Transactional services at our office include buy-sell agreements, contract for services, contract for sale, consulting agreements, indemnification and hold harmless agreements, purchase and sale agreements, lease agreements, and mutual release agreements.
