Partnerships

Professional service providers and companies of all types often collaborate with attorneys outside their areas of expertise to achieve the best possible results for clients, customers, and stakeholders.

At Smith Legacy Law, we seek to forge robust and mutually rewarding professional relationships with financial advisors, accountants, legal colleagues, and employers. From trust and estate planning to tax controversies and complex commercial disputes, our skilled attorneys leverage their formidable knowledge and resources to assist our partners in better serving their clients and achieving their own business goals.

Partnerships with Financial Advisors

A coordinated effort among financial and legal advisors is essential to ensure that all estate and business planning endeavors are professionally orchestrated, integrated, and implemented to achieve a client’s objectives.

Smith Legacy Law provides a full range of services across all of our practice areas to meet the legal, compliance, and business needs of registered investment advisory firms, financial advisors, wealth management professionals, and their clients.

Partnerships with Accountants

Individual and business clients are utilizing increasingly complex structures to manage their personal and business affairs, including many – taxation, business formation, and trust and estate administration, for example – that require deep insight into the law and regulatory environment.

Matters where our attorneys can provide assistance include, but are not limited to, business valuations, employee benefit plans, the sale of a business, estate and succession planning, voluntary disclosures and audits and tax controversies involving the IRS.

Attorney Partnerships

Law firms of every size partner with outside firms on occasion. Sometimes the collaboration is a result of a client’s relationship and desire for the firms to work together, sometimes it is a result of requiring a specific practice area or skill set on behalf of a highly valued client – whatever your reason, the attorneys at Smith Legacy Law are ready to step into a collaboration with your firm to provide needed services.

For more information about forming a collaboration agreement or letter of understanding, please reach out and we will schedule a consultation accordingly.

Employer Partnerships

The employer-employee relationship has changed dramatically in the wake of COVID-19 and the pace of change will continue to present challenges indefinitely. Smith Legacy Law partners with Human Resources / Benefits departments to offer  legal services custom made for your organization.

We also work with organizations to create and customize a menu of non-employment related legal and professional services you may offer as an employee benefit. The services may include:

• Simple Estate Planning
• Legal Question Hotline
• Lawyer Referral Services
• Tax and Financial Planning
• Debt Management Services

Please contact Smith Legacy Law to request your free consultation.

Explore Partnerships with Smith Legacy Law

Smith Legacy Law takes pride in providing our partners and their clients with the highest level of legal services. If your business is interested in exploring opportunities for collaboration, please contact our office today to arrange for a free consultation.