Investments Lawyers for New York

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Meet some of our New York Investments Lawyers

Thomas S. - Investments Lawyer in New York
View Thomas
5.0 (10)
Member Since:
August 11, 2023

Thomas S.

Attorney
Free Consultation
Boulder, Colorado
31 Yrs Experience
Licensed in NY CO
University of Colorado

28+ years experience. Licensed in Colorado and New York. Areas of expertise: estate planning, wills and trusts; trademark law; patent law; contracts and licensing; small business organization and counseling.

Recent  ContractsCounsel Client  Review:
5.0

"Thomas was very knowledgeable and is great to work with! Thank you very much - looking forward working together again in the future!"

Peter L. - Investments Lawyer in New York
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5.0 (5)
Member Since:
July 1, 2023

Peter L.

In House Counsel
Free Consultation
Weston Florida
30 Yrs Experience
Licensed in NY FL
Hofstra University

Experienced in house counsel with expertise in contracting, labor and employment, regulatory and compliance and healthcare

Recent  ContractsCounsel Client  Review:
5.0

"Thank you Peter, you did an amazing job for this medical contract, We appreciate your help and diligience."

Jennifer T. - Investments Lawyer in New York
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5.0 (5)
Member Since:
July 6, 2023

Jennifer T.

IP/Entertainment Attorney
Free Consultation
New York, NY
7 Yrs Experience
Licensed in NY
Brooklyn Law School

Hello! My name is Jennifer and I practice law in most areas of IP (copyright, trademark, ad tech) with a specialization in entertainment law. I have represented many different content and technology creators, negotiating master service agreements, talent agreements, production agreements, ad agency work, and other IP generalist work.

Recent  ContractsCounsel Client  Review:
5.0

"Jennifer is just professional and productive. She solved our contract dispute effectively."

Michael S. - Investments Lawyer in New York
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4.9 (7)
Member Since:
April 16, 2023

Michael S.

Managing Partner
Free Consultation
Los Angeles, California
31 Yrs Experience
Licensed in NY CA
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.

Recent  ContractsCounsel Client  Review:
4.0

"Completed most of the work with majority of the answers correct!"

Steven W. - Investments Lawyer in New York
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4.9 (20)
Member Since:
June 2, 2023

Steven W.

Attorney
Free Consultation
Texas & North Carolina
5 Yrs Experience
Licensed in NY NC, TX
North Carolina Central University

Attorney Steven Wax is ardent about helping his clients. Whether creating personalized estate plans, drafting and negotiating contracts or other legal matters. Steven’s goal is to assist and counsel his clients to protect them and their loved ones. Steven grew up on Long Island, New York. He attended the University of Massachusetts in Amherst earning a BS in Sport Management. He earned his paralegal certificate at Duke University and earned his Juris Doctorate from North Carolina Central University School of Law in Durham, NC. Steven has an extensive legal career in the life science sector, working for some of the world’s largest Contract Research Organizations since 2013. Steven has negotiated a broad range of contracts for both businesses and individuals. Steven participated in the NCCU Elder Law Project, where he prepared wills, durable powers of attorney, living wills, and health care powers of attorneys for low/fixed income clients in Durham and surrounding counties. Steven finds meaningful ways to share his skills and passion with his community. Steven volunteers his time to Wills for Heroes, which provides no-cost estate planning documents to first responders and their families, through the NC Bar Foundation.

Recent  ContractsCounsel Client  Review:
5.0

"Steven was very helpful and informative throughout the process of reviewing my divorce decree, and he completed the project promptly. Thank you, Steven!"

Barbara M. - Investments Lawyer in New York
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Member Since:
May 23, 2023

Barbara M.

Attorney/Owner
Free Consultation
Massachusetts
35 Yrs Experience
Licensed in NY MA
Albany Law School

In 1991, Barbara Markessinis graduated cum laude from Albany Law School in Albany, New York. Shortly thereafter, Barbara was admitted to practice in New York State and in the United States District Court for the Northern District of New York. In 1997, Barbara was admitted to practice in Massachusetts and in April of 2009 she was admitted to the United States District Court for the District of Massachusetts. After graduating from law school, Barbara worked in private practice in the Albany, New York area and for Sneeringer, Monahan, Provost & Redgrave Title Agency, Inc. before joining the New York State Division for Youth and the New York State Attorney General's Real Property Bureau as a Senior Attorney. During her tenure with the Division for Youth, Attorney Markessinis found herself in Manhattan Family Court in front of Judge Judy! A career highlight for sure! After admission to the Massachusetts Bar, Barbara returned to private practice in the Berkshires and eventually started her own firm in June of 2006. Attorney Markessinis offers legal services in elder law, estate planning and administration/probate, family law, limited assistance representation (LAR), real estate and landlord tenant disputes. In 2016, after a family member found themselves in need of long term care, Attorney Markessinis’ launched her elder law practice. Through this experience, Attorney Markessinis discovered that the process of selecting a long term care facility and/or caregiver, applying for MassHealth and preserving an applicant’s assets are serious issues faced by many people every day. This area of the law is Barbara’s passion and she offers her legal services to families who find themselves in need of an elder law attorney. Attorney Markessinis is part of the Volunteer Legal Clinic in the Berkshire Probate & Family Court and has provided limited free legal services to patients and families at Moments House cancer support center in Pittsfield. She currently serves as a Hearing Committee Member for the MA Board of Bar Overseers and is a member of the Berkshire County and Massachusetts Bar Associations, Berkshire County Estate Planning Council (BCEPC). Attorney Markessinis is also the host of WUPE Talks Law. She also serves on the Town of Hancock Zoning Board of Appeals and Planning Board.

Igxtelle M. - Investments Lawyer in New York
View Igxtelle
Member Since:
February 11, 2026

Igxtelle M.

Managing Attorney
Haslet, Texas
14 Yrs Experience
Licensed in NY DC, TX
Handong International Law School

Licensed Attorney with 14 years of experience in consumer dispute resolution, medical arbitration, mediation, and transactional law

James S. - Investments Lawyer in New York
View James
Member Since:
June 14, 2023

James S.

Attorney
Free Consultation
Sardinia, Ohio
14 Yrs Experience
Licensed in NY NJ, OH
Rutgers Camden School of Law

Education Jim Schroeder holds multiple degrees from several institutions. He received his Juris Doctor from Rutgers School of Law in Camden New Jersey. He also earned two additional Master’s Degrees from Asbury Theological Seminary in Wilmore, Kentucky and United Theological Seminary in Dayton, Ohio. In addition, Schroeder has done graduate work in Public Sector Labor Relations and American History at Rutgers University and Nonprofit Leadership at Duke University. Jim Schroeder was admitted to the New Jersey Bar Association in 2008; the District of Columbia Bar Association in 2010; the New York State Bar Association in 2014; and the Ohio Bar Association in 2020. He is also admitted to the Federal Courts of Southern New Jersey and Southern Ohio.

Derek C. - Investments Lawyer in New York
View Derek
Member Since:
June 19, 2023

Derek C.

Real Estate Attorney
Tampa, Florida
12 Yrs Experience
Licensed in NY FL, NM
Barry University

With over a decade of experience in transactional legal work, I provide clients with comprehensive, practical, and tailored solutions in real estate, business law, and estate planning. My focus is on delivering precise, client-centered services that protect your interests and help you achieve your goals. What I Offer: Real Estate Law: Expertise in drafting, reviewing, and negotiating contracts for purchases, sales, leases, easements, title documents, and closings. Whether you're dealing with commercial, multifamily, or residential properties, I’ll ensure your transaction is seamless and secure. Business Law: Skilled in forming entities, drafting contracts, and other key negotiations. From startups to established businesses, I provide legal guidance to help you operate and grow with confidence. Estate Planning: Comprehensive estate planning services, including wills, trusts, powers of attorney, and healthcare directives. I work closely with clients to create customized plans that protect their assets and ensure their wishes are honored. Transactional Expertise: A proven track record of navigating complex deals efficiently and accurately, reducing risks and delivering results. Why Work With Me? Client-Centered Approach: I prioritize your unique needs, ensuring tailored solutions and clear communication throughout. Attention to Detail: My meticulous approach ensures that every document, negotiation, and agreement is handled flawlessly. Proven Results: For over 10 years, I’ve helped clients close real estate deals, secure favorable business outcomes, and establish estate plans that offer peace of mind. Let’s work together to secure your future, protect your assets, and simplify complex legal transactions. Contact me today to discuss how I can support your real estate, business, or estate planning needs!

Daniel W. - Investments Lawyer in New York
View Daniel
Member Since:
June 22, 2023

Daniel W.

Attorney
Free Consultation
New York
25 Yrs Experience
Licensed in NY NJ
HOFSTRA LAW SCHOOL

I am a Spanish-fluent corporate and commercial real estate attorney and broker licensed in New York and New Jersey. My pragmatic approach towards conflict resolution allows me to provide valuable advice to clients on avoiding issues of liability through effective risk management and strategic allocation of resources. I counsel businesses, developers, owners and investors on residential/commercial real estate and corporate transactions involving the acquisition, finance, development, leasing and disposition of all asset classes. In addition, I advise on joint venture partnerships and the negotiation, structure and drafting of operating agreements. Throughout my successful practice, I have held in-house counsel positions at large corporations, including JPMorgan Chase and Duane Reade, and had the privilege of working for the Department of Justice where I honed expertise in all aspects of mortgage-backed securities.

Christine T. - Investments Lawyer in New York
View Christine
Member Since:
July 17, 2023

Christine T.

Partner
Free Consultation
Albany, NY
8 Yrs Experience
Licensed in NY CT, NJ
UCLA School of Law

Christine E. Taylor focuses her practice in the areas of Hospitality Law, Business Law, Labor and Employment Law, Real Estate Law, Administrative Law, Estate Law and Litigation. Ms. Taylor grew up within the campground industry, working at parks in both the Yogi Bear’s Jellystone Park Franchise and the Kampgrounds of America Franchise. Armed with two decades of experience, Ms. Taylor is quick to point out the legal issues that apply to outdoor hospitality business owners. She has provided a wide variety of services to campgrounds, RV Parks, and glamping venues, including seasonal licenses, waivers, employment contracts, real estate services and even litigation services as needed.

Rudy C. - Investments Lawyer in New York
View Rudy
Member Since:
July 19, 2023

Rudy C.

Esq.
Free Consultation
New York
3 Yrs Experience
Licensed in NY
St-John's Law School

As a multilingual attorney, Rudy Cohen-Zardi holds multiple degrees from several institutions worldwide. He has gained experience in leading firms, including Eversheds Sutherland, LLP and Bank of China (NY). He is licensed to practice in New York.

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Investments Legal Questions and Answers

Investments

Stock Purchase Agreement

Washington

Asked on Jul 29, 2023

Stock purchase agreement and termination rights?

I am currently a shareholder in a startup company and I am looking to purchase additional stock in the company. I am concerned about the termination rights associated with the stock purchase agreement, as I want to ensure that I am protected in the event of a dispute or termination of the agreement. I am looking for advice from a lawyer to ensure that my rights and interests are protected.

Merry K.

Answered Aug 29, 2023

You can submit a request for a review through ContractsCounsel and WA State attorneys will bid on your job. You can also find WA State attorneys through wsba.org. I'm not able to review this kind of agreement myself, but my words of advice are to not put all your investment eggs in one basket - diversify your investments into real estate, stable and secure stock, etc. Too many people put all their money into the company they work for, and lose everything when their company goes bankrupt.

Read 1 attorney answer>

Investments

SAFE Note

Connecticut

Asked on Aug 10, 2023

When to use a SAFE Note?

I am a small business owner looking to raise funds for my business. I have been exploring different financing options, and I have recently come across SAFE Notes. I'm not sure when to use a SAFE Note, and how it could benefit my business. I am hoping to learn more about how SAFE Notes work and when they should be used.

Thomas L.

Answered Aug 15, 2023

SAFEs are used by growth capital technology startups who are planning to sell multiple rounds of preferred stock to investors. A SAFE is a stock warrant, meaning, the pre-purchase of a later issuance of stock. If you are planning to sell multiple rounds of preferred stock to investors, then a SAFE is a quick way to raise smaller amounts of capital in advance of selling a big preferred stock round.

Read 1 attorney answer>

Investments

Common Stock Purchase Agreement

Texas

Asked on Apr 24, 2025

What are the key provisions to include in a Common Stock Purchase Agreement?

I am in the process of negotiating a Common Stock Purchase Agreement with a potential investor for my startup, and I would like to understand the essential provisions that should be included in the agreement to protect both parties' interests, such as the purchase price, number of shares, representations and warranties, conditions precedent, and any restrictions on transferability or voting rights.

Darryl S.

Answered Jun 6, 2025

The specific terms (such as whether to give any voting or veto rights for example) will depend on factors like your company's stage, the investor's sophistication level, and the investment amount or percentage of the company the investor is acquiring. Consider having experienced counsel review the agreement, as the long-term implications of certain provisions can significantly impact your company's future governance, ability to raise funds and options to bring on other investors or key employees. Early stage companies often have significant restrictions on transferability of the stock, a ROFR clause and claw-back options. The provisions you mention are also required as they are core to the business terms. Hope this is helpful. The classic lawyer answer is "It depends" and that is true here.

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