Financial Lawyers for California

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Meet some of our California Financial Lawyers

Curt B. on ContractsCounsel
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5.0 (4)
Member Since:
March 25, 2023

Curt B.

Managing Partner
Free Consultation
Los Angeles, California
10 Yrs Experience
Licensed in CA CO, MI, OR, WA
UCLA School of Law

Curt Brown has experience advising clients on a variety of franchising, business litigation, transactional, and securities law matters. Mr. Brown's accolades include: - Super Lawyers Rising Star - California Lawyer of the Year by The Daily Journal - Pro Bono Attorney of the Year the USC Public Interest Law Fund Curt started his legal career in the Los Angeles office of the prestigious firm of Irell & Manella LLP, where his practice focused on a wide variety of complex civil litigation matters, including securities litigation, antitrust, trademark, bankruptcy, and class action defense. Mr. Brown also has experience advising mergers and acquisitions and international companies concerning cyber liability and class action defense. He is admitted in California, Florida, D.C., Washington, Illinois, Colorado, and Michigan.

Rhea d. on ContractsCounsel
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5.0 (15)
Member Since:
April 12, 2023

Rhea d.

Attorney
Free Consultation
San Francisco Bay Area, California
27 Yrs Experience
Licensed in CA DC
University of Utah

Rhea de Aenlle is a business-savvy attorney with extensive experience in Privacy & Data Security (CIPP/US, CIPP/E), GDPR, CCPA, HIPAA, FERPA, Intellectual Property, and Commercial Contracts. She has over 25 years of legal experience as an in-house counsel, AM Law 100 firm associate, and a solo practice attorney. Rhea works with start-up and midsize technology companies.

Chris H. on ContractsCounsel
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5.0 (9)
Member Since:
June 1, 2023

Chris H.

Lawyer
Free Consultation
Dayton, Ohio
1 Yr Experience
Licensed in CA
Concord Law School at Purdue University Global

As an attorney licensed in California and currently practicing in Ohio, my primary focus is on drafting and reviewing prenuptial and postnuptial agreements. I offer help in drafting or navigating these agreements, ensuring they are tailored to each client's unique situation and needs. While my background includes experience in cybersecurity, my current legal services are centered around family law, particularly in the creation and revision of prenuptial and postnuptial agreements. Additionally, I provide services in wills and trusts, along with other legal areas, to offer comprehensive solutions to my clients.

Owen K. on ContractsCounsel
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5.0 (8)
Member Since:
May 24, 2023

Owen K.

Commercial Contracts Counsel
Free Consultation
California
11 Yrs Experience
Licensed in CA AZ
University of San Diego School of Law

I am an experienced transactional attorney with substantial experience (10 years, including at a large national law firm and a public company) in the review/markup and drafting of a wide variety of commercial contracts. I am efficient and business-minded and am capable of taking an aggressive or more modest approach, depending on your preferences, leverage, and urgency. I look forward to working with you! https://www.linkedin.com/in/owenkirk/

Michael S. on ContractsCounsel
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4.9 (7)
Member Since:
April 16, 2023

Michael S.

Managing Partner
Free Consultation
Los Angeles, California
29 Yrs Experience
Licensed in CA NY
Harvard Law School

I began my career at "big law" firms, worked in-house for 14 years, and now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

Andrew A. on ContractsCounsel
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4.8 (9)
Member Since:
June 1, 2023

Andrew A.

Managing Partner
Free Consultation
Charlotte NC and SF CA
3 Yrs Experience
Licensed in CA
Thomas Jefferson School of Law

I am the Managing Partner of Adams Global Immigration, a Business Immigration Law firm focusing on nonimmigrant visa processing (H-1B, L-1, E-2, E-3, O-1, TN, etc.) and immigrant visa processing (EB-1, EB-2, EB-3, PERM, NIW, etc.). I have many years of business immigration experience, including legal work at Jackson and Hertogs, Fragomen, E&M Mayock, and as a Freelance Immigration Specialist. My specialization includes complicated Request for Evidence responses and high-volume nonimmigrant visa preparation. I can provide legal advice regarding employment visa preparation, unique international travel issues, and various other complex immigration matters. Prior to joining Jackson & Hertogs in 2018, I served as a Certified Law Clerk with the San Diego Public Defender office through Thomas Jefferson School of Law (TJSL). In this role, I argued over 40 hearings in state court for criminal juvenile matters, adult misdemeanors, and adult felonies. I subsequently joined the TJSL Removal Defense clinic, wherein I argued and won a full asylum trial in Federal Court for a Moroccan refugee fleeing severe LGBTQ persecution.

Moxie M. on ContractsCounsel
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Member Since:
February 11, 2023

Moxie M.

Employment Lawyer
Free Consultation
Los Angeles, CA
14 Yrs Experience
Licensed in CA FL, OH
Stetson University College of Law

Lindsey has always been deeply invested in the power of knowledge; she was born and raised in Columbus, Ohio before making her way to Miami University for a dual Bachelor's degree. Afterward, Lindsey completed a Juris Doctor at Stetson University with an International Law concentration before earning a Health & Hospital law Certificate from Seton Hall School of Law. After graduating law school, Lindsey began her career as an associate at a Florida-based insurance litigation firm. She eventually transitioned to become a multi-year Rising Star in Employment Law by Super Lawyers as a labor and employment lawyer with Scott Wagner and Associates, supporting clients in Florida, California & Ohio with employment law matters. Her expertise covers counseling on workplace policies/handbooks; investigations into EEO discrimination/retaliation claims; wage disputes & wrongful terminations - equipping employees across multiple states for success in the ever-changing modern workforce landscape. Leveraging extensive knowledge of state/federal regulations gained from handling dozens of cases over many years, Lindsey has established herself as a leader in the field. Lindsey is a seasoned litigator, well-versed in the complexities of employer and employee disputes. She has represented clients on both sides during numerous mediations and provides an informed perspective when advocating for her clients' interests. She sharpened her dispute resolution skills by completing Harvard Law School's Negotiation Mediation course as part of their Executive Education Program as well as a Florida Circuit Civil Certified Mediator - making her qualified to mediate Circuit Civil cases in Florida as well as California and Ohio. Her breadth of knowledge provides valuable insight into the complexities each side faces while navigating their way through conflict mediation situations. With her varied expertise in the world of entertainment industry employment law, Lindsey has become a go-to source for Hollywood professionals, studios, and companies looking to make sure their legal considerations and entertainment contract law knowledge is up to date. From contract negotiations and employment advice to her outstanding knowledge of current regulations, she provides clients with everything they need for success both now and into the future. Lindsey dedicates her time and expertise to advancing the legal community. She proudly serves on the Executive Council for Florida Bar Association Labor and Employment Section, as well as with American Bar's Membership Outreach Committee in a leadership role. Lindsey is also an respected LA Magazine Editorial Board Member while Co-Chairing both LACBA CLE Event Dinner Committees - focusing on labor and employment law developments. Lindsey is passionate about providing accessible legal services to those in need. She serves on the Pro Bono Mediation Panel for the U.S Central District Court of California, volunteers as a mediator with California Lawyers for Arts and acts as Settlement Officer with Los Angeles Superior Court's ResolveLA program - all while donating her time towards resolving disputes through pro bono mediation at Equal Employment Opportunities Commission (EEOC). Lindsey is a globetrotter, an outdoor enthusiast, and dedicated sports fan all rolled into one. While splitting time between California, Florida and Ohio she has the best of three world - from hiking trails to family gatherings there's always something interesting on her horizon! Plus with photography as a hobby Lindsey enjoys capturing life’s precious moments so they can be treasured for years to come.

Debra G. on ContractsCounsel
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Member Since:
March 24, 2023
Tyler P. on ContractsCounsel
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Member Since:
May 3, 2023

Tyler P.

Attorney
Free Consultation
Los Angeles, California
2 Yrs Experience
Licensed in CA
Northwestern California University School of Law

I am an experienced business coordinator with years of experience operating within an international setting where I discovered my passion for contracts and helping people. I became an attorney later in life to further and enhance these passions and to be able to help those in similar positions as I was find the legal help they need, and work with clients on a rate that is a fraction of the cost of going to a larger firm.

Bethany T. on ContractsCounsel
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Member Since:
May 22, 2023

Bethany T.

Attorney
Free Consultation
Florida and California
15 Yrs Experience
Licensed in CA FL
Chapman University School of Law

I am an experienced family law attorney licensed in California and Florida with over 13 years of experience.

Sage Law Firm S. on ContractsCounsel
View Sage Law Firm
Member Since:
May 22, 2023

Sage Law Firm S.

Attorney
Free Consultation
San Diego, California
15 Yrs Experience
Licensed in CA
University of Michigan

Dean represents client in all manners of tax controversy and provides comprehensive business consulting to corporations, LLCs, and non-profits. He has worked with multi-national companies, but most enjoys assisting small businesses with all legal matters from formation to dissolution. Dean routinely represents individuals and businesses before the IRS and various state taxation agencies. From audits to appeals, he works closely with his clients to reach favorable outcomes and beneficial resolutions. Though he assists many clients in his home state of California, Dean values working with a diverse clientele throughout the country.

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Financial Legal Questions and Answers

Financial

Promissory Note

California

Asked on Jun 8, 2023

When to use a promissory note?

I recently started a small business and am in need of a loan to expand operations. I am researching the different types of financing available to me and came across promissory notes. I am unfamiliar with the process and need guidance on when a promissory note is appropriate for my loan.

Russell M.

Answered Jun 30, 2023

I'd be happy to explain what a promissory note is and provide context regarding its use in financing a business, as well as alternatives. A promissory note is a legal document that outlines a borrower's promise to repay a specific amount of money to a lender within a defined period of time. It serves as evidence of a debt and includes details such as the principal amount, interest rate, repayment terms, maturity date, and any additional terms and conditions agreed upon by both parties. Promissory notes are commonly used in business financing to secure loans from individuals, financial institutions, or even other businesses. They are a formal way to document the terms of a loan and provide legal protection to both the borrower and lender. In the context of financing a small business, promissory notes can be a suitable option when: 1. Borrowing from family and friends: If you're seeking funding from personal contacts, a promissory note can formalize the agreement, clarify repayment terms, and protect relationships. 2. Seeking private financing: Promissory notes can be used to secure loans from private investors or other businesses. They offer flexibility in negotiating terms, allowing you to tailor the agreement to your specific needs. 3. Exploring alternative lending options: In some cases, small businesses may face challenges obtaining loans from traditional financial institutions. Promissory notes can be an alternative financing method that appeals to investors looking for higher returns or businesses with unique circumstances. However, it's essential to consider alternative financing options alongside promissory notes. Here are a few alternatives to keep in mind: 1. Bank loans: Traditional bank loans often offer favorable interest rates and longer repayment terms. They may require more documentation and have stricter qualification criteria, but they can be an attractive option for businesses with a solid credit history and established operations. 2. Small Business Administration (SBA) loans: The SBA provides government-backed loans to small businesses. These loans typically offer competitive terms, including longer repayment periods and lower down payments, but they often involve more paperwork and longer approval processes. 3. Equity financing: Instead of borrowing money, some businesses opt to sell equity in their company in exchange for funding. This approach involves giving up a portion of ownership but can provide access to larger amounts of capital and potentially benefit from the expertise of investors. 4. Crowdfunding: Crowdfunding platforms allow businesses to raise funds from a large number of individuals, often in exchange for rewards or equity. It can be a viable option for startups or businesses with unique products or ideas. When considering financing options, it's crucial to assess factors such as the cost of borrowing, repayment terms, the impact on ownership, and the specific needs and goals of the business. Working with a financial advisor can help you evaluate the pros and cons of each option and determine the most suitable approach for your business's financing needs. For more, you can check out this excellent overview on Investopedia: https://www.investopedia.com/terms/p/promissorynote.asp

Read 1 attorney answer>

Financial

Debt Settlement Agreement

Washington

Asked on Jul 30, 2023

When to use a debt settlement agreement?

I have recently been struggling to pay off my credit card debt, and I'm trying to find the best way to settle this debt. I am considering a debt settlement agreement, but I'm not sure when it is appropriate to use one. I understand that a debt settlement agreement is a legally binding agreement between a creditor and a debtor, and I want to know if this is a viable option for my situation.

Merry A.

Answered Aug 25, 2023

I only just saw your question - sorry you have been waiting since July 30, 2023! Whether a settlement agreement is your best choice is very fact-specific. In many situations, it's a good option if you can negotiate a far lower pay-off amount, but in some situations bankruptcy and a "clean slate" is the best option. Many legal servies/legal aid offices may offer free debt assistance -if it's not too late, I suggest that you contact such an office.

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Financial

Business Contract

Texas

Asked on May 31, 2022

i need a lawyer to help me make a offering memorandum for my startup private hedgefund, i dont know where to start and how much will it cost?

i just started a trading firm( hedgefund) with my other 2 partner , and my broker request an PPM to finish open up an trading account

Jane C.

Answered Jul 12, 2022

I suggest you place a proposal on the site for lawyers to bid on. My firm and other lawyers on this platform can assist you.

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