Main Practice Areas:
ESTATE PLANNING. Mr. Cifelli offers estate planning services to help meet the widespread need impacting families so severely when neglected. His basic estate plan service is reasonably priced and includes a will, a health care power of attorney, a general property power of attorney, a living will, a personal property memorandum, funeral and burial directives, a beneficiary deed when desired, and a review of asset titles and beneficiary designations. Basic estate plans are fine, but a more advanced method of asset ownership to avoid probate court in winding up an estate or upon disability is recommended for any family with even modest assets.
More advanced estate plans allow for smooth asset management transition even upon death or disability. They generally involve entity layers (such as LLCs owned by trusts), revocable living trusts, complex trusts, asset title transfers to fund LLCs/trusts, income and estate tax planning and generally asset protection integration.
BUSINESS AND GENERAL COUNSEL SERVICES. Mr. Cifelli's business client engagements typically involve complex transactional work. He particularly enjoys assisting investor backed technology ventures (where he sometimes offers interim Chief Financial Officer services handling investment offerings, investor reporting and investor exit transactions). His experience spans all manner of business formations and transactions including intellectual property, corporate finance (private and public offerings), mergers and acquisitions, licensing, risk management, regulatory compliance, tax planning and international strategic transactions.
REAL ESTATE. His real estate experience is extensive spanning purchase and sales, investment syndications, land splits, rezoning, commercial leases, landlord representation, development incentive negotiations, special use permitting, and construction project management. Mr. Cifelli was a real estate broker for a couple decades during his career.
For more information see Attorneys and Practice Areas.