Financial Lawyers for Montana

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Meet some of our Montana Financial Lawyers

Zachary D. - Financial Lawyer in Montana
View Zachary
5.0 (1)
Member Since:
July 26, 2023
Niki Z. - Financial Lawyer in Montana
View Niki
Member Since:
June 2, 2025

Niki Z.

Fractional General Counsel
Free Consultation
Helena, MT
18 Yrs Experience
Licensed in MT CA
University of the Pacific, McGeorge School of Law

With more than 20 years of nonprofit, small business, and government experience, Niki can assist you on a wide range of legal issues, including creating new entities and avoiding compliance pitfalls.

Tim B. - Financial Lawyer in Montana
View Tim
Member Since:
December 7, 2025

Tim B.

Attorney
Free Consultation
Pensacola, FL
22 Yrs Experience
Licensed in MT FL
Cumberland School of Law, Samford University

Attorney Tim Baldwin is the founder of Property Management Law Solutions, PLLC, a Florida law firm that specializes in representing landlords, property owners, apartments, and property management companies in a variety of property related legal matters, like evictions, security deposit disputes, fair housing matters, civil defense, damages actions, risk mitigation, partition, code violation, lease enforcement, and other real property litigation. Starting as a prosecutor from 2004 to 2006, Tim Baldwin gained invaluable experience as a courtroom litigator and to date has tried nearly 60 jury trials. When he opened his law practice in 2006, Tim focused his law practice on helping landlords in the Florida Panhandle. Since then, Tim Baldwin has expanded his law practice across Florida and become known as one of the premier Florida attorneys in landlord and property law. Tim regularly speaks at events for real estate groups, such as apartment and property management associations and real estate investment groups. Tim also hosts his own podcast, Property Management Law Solutions Podcast, where he discusses a wide range of landlord and property management related topics, and is frequently asked to be a guest on other podcasts nationwide.

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Meet some of our other Financial Lawyers

Nichelle W. - Financial Lawyer in Montana
View Nichelle
5.0 (3)
Member Since:
August 12, 2026

Nichelle W.

Business & Contracts Attorney | Outside General Counsel | Sports, Entertainment, Employment & Estate Planning
Free Consultation
Ocala, Florida
5 Yrs Experience
Licensed in FL
Nova Southeastern University Shepard Broad College of Law (J.D., summa cum laude, top 5%)

I help business owners, founders, employers, athletes, creators and families get contracts and legal documents done right the first time, at a flat fee agreed before any work starts. I am licensed in Florida (2021) and Washington, D.C. (2022). I practice as a business and contracts attorney and outside general counsel with Amethyst Law Group, and previously served as Florida Managing Attorney at Lento Law Group. Before that I sat on the business side of the table as General Manager and General Counsel of a professional basketball organization and as Deputy Commissioner of a start-up sports league, so I have negotiated, drafted and enforced the same agreements I now prepare and review for clients: sponsorship and vendor deals, player, coaching and staff contracts, employment and independent contractor agreements, licensing and brand deals. What I handle on ContractsCounsel: - Contract drafting, review and redlining: service agreements, MSAs, NDAs, vendor and supplier agreements, sponsorship, licensing, endorsement and brand deals - Business formation and governance: LLCs and corporations, operating agreements, bylaws, partnership and shareholder agreements, founder and equity arrangements - Employment and hiring: offer letters, employment agreements, independent contractor agreements, non-compete and confidentiality agreements, separation and severance agreements, handbooks and policies - Sports, entertainment and creator agreements: athlete representation, NIL, sponsorship, appearance, management and agency agreements (licensed FIBA agent) - Real estate: purchase and sale agreements, residential and commercial leases, contract review before you sign - Wills, trusts, powers of attorney and estate planning documents - Demand letters, cease and desist letters and pre-dispute contract enforcement - Ongoing outside general counsel support for small and growing businesses How I work: Every project starts with a fixed price and a delivery date you can plan around. You receive a plain-English summary of what the document does, what I changed and why, and any risks you should know about, not just a marked-up file. Two rounds of revisions are included so the final draft is exactly what you need, and I respond to messages the same business day. Credentials: J.D., Nova Southeastern University Shepard Broad College of Law, summa cum laude, top 5% of class, Senior Editor of the Southern Journal of Policy and Justice, Dean's Certificate of Professionalism, 300+ pro bono hours; M.S. Forensic Psychology (4.0 GPA); M.S.Ed. Sports Administration, University of Miami; B.A. English Language and Literature, Southern New Hampshire University. Recognized as an Elite Lawyer recipient. Malpractice insurance carried. Litigation background: first-chair trial attorney with experience in business, employment, real estate, consumer protection and family matters. I draft every contract with a clear view of how it will hold up if it is ever tested.

Recent  ContractsCounsel Client  Review:
5.0

"I had a great experience working with Nichelle! She was knowledgeable, clear, helpful and flexible throughout the process. She was able to work with my timeline and explain legal issues in an easily understandable way. I would recommend her services."

Hunter M. - Financial Lawyer in Montana
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5.0 (4)
Member Since:
August 14, 2026

Hunter M.

Business Contracts Attorney | Ex-In-House Legal Operations
Free Consultation
Los Angeles, California
1 Yr Experience
Licensed in CA
American University Washington College of Law

Before law school I built the contract management system for a publicly traded medical device company — so I read your agreement the way the people who have to live with it will, not just the way a court would. I draft and review business contracts on a fixed fee, with the delivery date agreed before I start. You get the redlined document plus a short written summary of what I changed, why it matters, and what I'd push back on if the other side objects. Revisions are included — I'd rather get the document right than count rounds. NDAs, MSAs and SOWs, contractor and employment agreements, SaaS terms, terms of service and privacy policies, operating agreements, vendor and construction contracts, and full contract review with a plain-English risk summary. Send me the document and what you're trying to accomplish with it, and I'll come back with a fixed fee and a date.

Recent  ContractsCounsel Client  Review:
5.0

"Highly recommended! The responses were incredibly fast, clear, and detailed. I’m extremely happy with the results."

Philips V. - Financial Lawyer in Montana
View Philips
4.8 (16)
Member Since:
August 4, 2026

Philips V.

Attorney
Free Consultation
Dallas, Texas
12 Yrs Experience
Licensed in MI, TX
Wayne State University Law School

General Counsel for Construction and Related Legal Services - Although Phil specializes in construction-related law, Phil’s law practice areas include commercial, construction, contract, criminal, employment, ERISA, energy, environmental, OSHA, government, immigration, insurance, labor (EEOC, FLSA, FMLA, COBRA, etc.), personal injury, product liability, real estate, surety, utilities, and workers’ compensation, amongst others.

Recent  ContractsCounsel Client  Review:
5.0

"I am very pleased with my legal documents Phillip assisted me with for my new webinar training start up for nurses. He was very thorough, knowledgeable, and responsive. He answered all my questions and concerns, completed my project before time for a very reasonable price. I was so pleased I asked Phillip to be my business legal resource for all things legal as I grow. It was a pleasure working with him."

Katherine P. - Financial Lawyer in Montana
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Member Since:
August 1, 2026

Katherine P.

Attorney
Free Consultation
Miami, Florida
2 Yrs Experience
Licensed in FL
St Thomas University School of Law

Ms. Pallidine earned her Juris Doctor from St. Thomas University College of Law, where she distinguished herself academically and received certificates in Intellectual Property Law and Real Estate Law. She also holds a Bachelor’s degree in Psychology with a concentration in Behavioral Analysis, as well as a dual major in Women and Gender Studies from Florida International University. Throughout her legal education, Katherine gained valuable practical experience through various externship and internship programs. She served at the City Attorney’s Office of Coral Gables and Catholic Legal Services for the Archdiocese of Miami, as well as at a prominent Personal Injury Firm. These diverse experiences provided her with a broad understanding of multiple legal disciplines, sharpening her advocacy skills and deepening her understanding of client-centered service. Katherine is dedicated to helping her clients navigate sensitive legal issues with empathy, clarity, and a steadfast commitment to their best interests. She strives to build strong, trust-based relationships and is passionate about empowering her clients through knowledgeable legal guidance. ​​​​​​​

Anthony A. - Financial Lawyer in Montana
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Member Since:
August 4, 2026

Anthony A.

Attorney
Free Consultation
New York
34 Yrs Experience
Licensed in NY
Touro Law Center

Anthony Amato is the principal attorney of AMATO LAW, where he advises business owners, families, and executives on complex legal and strategic matters. With decades of experience in law, executive leadership, and regulated industries, Mr. Amato brings a measured, business‑minded approach to legal representation. His practice is focused on transactions, planning, and disputes where judgment, clarity, and experience are critical. Clients work directly with Mr. Amato and benefit from thoughtful legal guidance informed by real‑world commercial and organizational considerations.

Dillon N. - Financial Lawyer in Montana
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Member Since:
August 4, 2026

Dillon N.

Attorney
Free Consultation
Chicago, IL
11 Yrs Experience
Licensed in IL
University of Kentucky

I’m a real estate and tax attorney focused on helping property owners, investors, and businesses navigate the legal and financial sides of real estate. At Relias Law Group, I work on everything from tax assessment appeals to real estate closings and pre-acquisition due diligence. My goal is always the same: make sure clients are protected, well-informed, and getting the most out of their investments. Before this chapter of my career, I spent years in corporate law and litigation, handling deals, disputes, and everything in between. That experience gave me a strong foundation in business law and a good sense of how to get things done practically, not just legally. Along the way, I got interested in how law firms actually work — and more importantly, how they can work better. I’ve helped build and lead legal innovation efforts, introduced new tech and workflows, and worked hands-on with law firms and legal tech companies to modernize how we deliver legal services. I like solving problems, building systems, and making the legal process smoother for everyone involved. Outside of work, I’m a proud dad, lifelong learner, and occasional sailor who believes law should be as human-centered and forward-thinking as the people it serves.

Kenneth B. - Financial Lawyer in Montana
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Member Since:
August 19, 2026

Kenneth B.

General Counsel / Legal Counsel
Free Consultation
Miami, FL
40 Yrs Experience
Licensed in FL
Univ Florida law/Samford U law/Univ. of Miami law LL.M

A corporate and real estate attorney with 35+ years experience with an emphasis on real estate, finance, commercial contracts, commercial and residential purchase and sale contracts, title insurance, commercial leasing, business contracts and employment contracts.

Liliana O. - Financial Lawyer in Montana
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Member Since:
August 19, 2026

Liliana O.

Founding Partner
Free Consultation
Chicago, IL
15 Yrs Experience
Licensed in AZ, IL
John Marshall Law School

Liliana O’Shea founded and leads Escorcia Law, P.C., a corporate generalist firm focused on transactional matters for businesses across industries. She works with organizations of varying sizes — from small and mid-size businesses to larger corporations — advising on a broad range of corporate and regulatory matters, industry-agnostic in her approach. A Spanish-speaking immigrant from Barranquilla, Colombia, she completed her undergraduate studies at the University of Colorado and earned her law degree from The John Marshall Law School in Chicago in 2011. Her clients note her focus on asking key questions early in a matter to build the right strategy for each engagement. She lives in Chicago with her husband and young daughters.

Joshua C. - Financial Lawyer in Montana
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Member Since:
August 25, 2026

Joshua C.

Managing Partner
Free Consultation
Washington, DC
3 Yrs Experience
Licensed in DC
University of Baltimore School of Law

I am a Washington, D.C. attorney and business advisor focused on contracts, employment matters, and practical legal solutions for businesses, entrepreneurs, and professionals. I draft, review, and negotiate commercial agreements, including service and consulting agreements, independent contractor agreements, NDAs, employment and separation agreements, vendor contracts, and other business arrangements. My background in law and senior HR leadership allows me to evaluate both legal risk and real-world business considerations. I provide clear, responsive counsel designed to protect clients’ interests while helping them move business decisions forward efficiently.

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 K.

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.

Read 1 attorney answer>

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.

Read 1 attorney answer>
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