Richard H. Lewis handles estate planning, corporate/business matters and real estate transactions. He has been advising privately held businesses for more than 25 years and brings to his estate planning and business practice expertise in succession planning for family-owned and privately-held businesses.
Rick works with individuals, business owners and their family members across multiple generations, whose needs range from sophisticated estate plans and business agreements to basic wills. He is dedicated to taking the time to communicate advice and guidance in a clear and understandable way.
Mr. Lewis’s trusts and estates practice encompasses all aspects of estate planning, preparation of wills and trusts, including Revocable Living Trusts, Life Insurance Trusts, GRATs, Grantor Trusts and Dynasty Trusts, and the implementation of other techniques to minimize estate and capital gains taxes; counseling individuals on estate, gift, and generation-skipping tax issues; and charitable giving.
Rick supervises the administration of estates from probate through final distribution, including all dealings with federal and state tax authorities.
Rick’s corporate practice includes representing buyers and sellers in negotiated stock and asset purchases; preparation of stockholders and partnership agreements, LLC operating agreements and buy-sell agreements. Rick also handles commercial and residential real estate transactions, including acquisitions, commercial leasing and financing.