QTIP Trust Lawyers for New York

Need help with a QTIP trust in New York?

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Quick Facts — QTIP Trust Lawyers

Meet some of our New York QTIP Trust Lawyers

Daniel R. - QTIP Trust Lawyer in New York
View Daniel
5.0 (182)
Member Since:
January 2, 2023

Daniel R.

Business and Real Estate Atttorney
Free Consultation
New York
30 Yrs Experience
Licensed in NY
New York Law School

NY Admitted Lawyer 20+ years of experience. Focused on Startups , Entrepreneurs, Entertainers, Producers, Athletes and SMB Companies. I have been a part of numerous startups as Founder, CEO, General Counsel and Deal Executive. I have been through the full life cycle from boot strap to seed investors to large funds-public companies to successful exit. Let me use my experiences help you as you grow your business through these various stages. We saw a market for an on-line platform dedicated to Virtual General Counsel Services to Start Ups and Private Companies.

Recent  ContractsCounsel Client  Review:
5.0

"It was an absolute pleasure working with Daniel, and the quality of work was perfect, including both the initial request and the follow-ups."

Daehoon P. - QTIP Trust Lawyer in New York
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4.8 (218)
Member Since:
November 26, 2021

Daehoon P.

Corporate & M&A | Venture Capital, Private Equity & Web3 Counsel | Real Estate Transactions
Free Consultation
New York, NY
10 Yrs Experience
Licensed in NY
American University Washington College of Law

Corporate, M&A & Securities Lawyer | Managing Attorney, DP Counsel PLLC Practice Areas: Business Formation | Commercial Contracts | Contract Drafting & Review | Mergers & Acquisitions | Venture Capital | Securities Offerings | Franchise Law | Employment & Equity Compensation | Intellectual Property | Cross-Border Transactions About/Bio: I represent companies, investors, and fund sponsors in corporate transactions, commercial contracting, and private securities matters, from entity formation and early-stage financings to acquisitions, exits, and ongoing strategic counsel. As Managing Attorney of DP Counsel PLLC, I help clients structure transactions clearly, allocate risk thoughtfully, and move deals forward with documentation that is practical, enforceable, and aligned with business objectives. My practice includes both day-to-day commercial matters and more complex transactional work, including venture financings, private offerings, M&A deals, fund-related documents, and cross-border structuring. What I Do: Corporate & Commercial • Entity formation and structuring for corporations, LLCs, and limited partnerships • Operating agreements, shareholder agreements, and governance documents • Commercial contract drafting, review, and negotiation • Vendor, distribution, manufacturing, SaaS, and licensing agreements • Employment, consulting, confidentiality, and equity compensation agreements • Outside general counsel support for growing companies Securities & Private Capital • Private offerings under Regulation D and Regulation S • Private placement memoranda, subscription agreements, and investor documents • SAFE, convertible note, and priced equity financings • Venture capital and private fund formation matters • Fund governing documents and offering document packages • Securities law analysis for private capital raising transactions Mergers & Acquisitions • Letters of intent and term sheets • Stock purchase, asset purchase, and merger agreements • Due diligence coordination and transaction support • Disclosure schedules, closing documents, and post-closing matters • Earnouts, rollover equity, indemnity structures, and related deal terms • HSR, CFIUS, and related regulatory issue spotting for qualifying transactions Digital Assets & Emerging Technologies • Federal-law digital asset and token securities analysis • Entity structuring for blockchain and Web3 ventures • Digital asset fund and operating structures • AML/KYC documentation support and regulatory issue spotting Franchising • Franchise Disclosure Documents (FDDs) • Franchise agreements • Master franchise and area development agreements • Franchise structuring and registration coordination Real Estate Transactions • Commercial real estate acquisitions and dispositions • Real estate joint ventures and syndications • Commercial lease drafting and negotiation • Real estate investment structures and related offering documents Cross-Border & International • U.S. market entry and entity structuring for international clients • Delaware and multi-entity holding structures • Cross-border transaction planning and documentation • Coordination with foreign counsel and tax advisors on cross-border matters Why Clients Hire Me: • Big-law-level drafting with boutique responsiveness • Practical, business-focused advice grounded in execution reality • Clear scoping and transparent fee arrangements • Experience across financings, acquisitions, fund formations, and cross-border transactions Typical Projects: • Contract drafting and negotiation • Entity formation and governance packages • Private offering document suites • Venture financing documentation • M&A transactions from LOI through closing • Fractional or outside general counsel support Industries Technology | SaaS | FinTech | Digital Assets | E-commerce | Healthcare | Real Estate | Food & Beverage | Professional Services

Recent  ContractsCounsel Client  Review:
5.0

"I had a great experience working with Daehoon. He far exceeded my expectations throughout the entire process. He was extremely thorough, knowledgeable, responsive, and took the time to really understand my company and what I was trying to accomplish. What impressed me most was his attention to detail and the amount of thought he put into his recommendations. He clearly explained the legal issues and options, was transparent about scope and pricing, and provided practical guidance rather than simply giving generic legal advice. I would absolutely recommend Daehoon and would not hesitate to work with him again in the future"

Jane C. - QTIP Trust Lawyer in New York
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4.9 (148)
Member Since:
October 8, 2020

Jane C.

Attorney
Free Consultation
New York
21 Yrs Experience
Licensed in NY CT, DC
Pace University School of Law

Skilled in the details of complex corporate transactions, I have 15 years experience working with entrepreneurs and businesses to plan and grow for the future. Clients trust me because of the practical guided advice I provide. No deal is too small or complex for me to handle.

Recent  ContractsCounsel Client  Review:
5.0

"I was very grateful to receive such quick service from Jane. She was very easy to reach and responded to every question, query almost immediately. She was very easy to work with also."

Bradford T. - QTIP Trust Lawyer in New York
View Bradford
5.0 (1)
Member Since:
February 28, 2024

Bradford T.

Attorney
Free Consultation
Uniondale, New York
25 Yrs Experience
Licensed in NY
Regent University School of Law

I have been practicing law for almost 23 years.

Recent  ContractsCounsel Client  Review:
5.0

"Brad and his partner did a great job in solving my legal issues. They were knowledgeable, professional and detailed in their approach."

Odini G. - QTIP Trust Lawyer in New York
View Odini
5.0 (8)
Member Since:
August 7, 2024

Odini G.

Attorney
Free Consultation
Aspen
19 Yrs Experience
Licensed in NY CO, GA
Emory University School of Law

I am an accomplished attorney with more than 19 years of experience and extensive expertise in business negotiations, commercial contracts, and technology transactions. With a proven track record of providing strategic legal advice and delivering exceptional results, I have successfully assisted numerous clients in drafting, reviewing, and negotiating various business arrangements. My experience encompasses a wide range of areas, including intellectual property, data privacy and security, SaaS agreements, and software licenses. I co-founded a reputable general corporate law firm with three offices in Aspen, Atlanta, and New York. As a partner and attorney, I represented diverse clients, including start-ups, public corporations, investors, financial institutions, educational institutions, and non-profit entities. With a focus on delivering comprehensive legal solutions, I provided general counsel, expert dispute resolution, efficient litigation management, and skillful contract drafting and negotiations for businesses across industries.

Recent  ContractsCounsel Client  Review:
5.0

"Supremely responsive and works surprisingly quickly. Strongly recommend!"

Talin M. - QTIP Trust Lawyer in New York
View Talin
Member Since:
June 5, 2026

Talin M.

Attorney
Free Consultation
Los Angeles, CA
4 Yrs Experience
Licensed in NY CA
New York University School of Law

Dual-licensed attorney with expertise in several fields of law. I can help clients from nearly any jurisdiction. Serving both individuals and organizations of all sizes.

omoy h. - QTIP Trust Lawyer in New York
View omoy
Member Since:
June 9, 2026

omoy h.

Securities Attorney & Regulatory Compliance Expert
Free Consultation
New York, New York
3 Yrs Experience
Licensed in NY
New York Law School

I am a New York-admitted securities attorney and regulatory compliance professional with more than 20 years of experience in the financial services industry, including broker-dealers, investment advisers, private funds, and fintech businesses. My background includes legal, regulatory, and compliance leadership roles, including service as General Counsel and Chief Compliance Officer of an SEC-registered investment adviser. I advise clients on securities regulation, private offerings, private fund formation, investment management, broker-dealer and investment adviser regulation, AML, privacy, and related commercial and regulatory matters. My experience includes advising on private offerings under Regulation D with Regulation S considerations, as well as fundraising alternatives under Regulation A and Regulation CF, and drafting and reviewing offering documents, fund documentation, compliance programs, and related agreements. I have extensive experience working with SEC, FINRA, and NFA regulatory frameworks and helping clients navigate complex legal, regulatory, and business challenges. My practice includes: • Broker-dealer and RIA registration, compliance, and regulatory matters • Private fund formation (PPMs, LPAs, operating agreements, subscription documents) • Regulation D, Regulation S, Regulation A, and Regulation CF offerings • Regulatory filings (ADV, BD, U4, U5, 13D, 13G, 13F, Form 4, etc.) • Regulatory examinations, inquiries, investigations, and remediation • Compliance manuals, WSPs, Codes of Ethics, AML programs, and risk assessments • Marketing and advertising compliance reviews • Investment management agreements, advisory agreements, subscription agreements, side letters, and related documents • Commercial agreements, NDAs, service agreements, and privacy policies • Fintech, digital asset, MSB, and money transmission considerations and related regulatory matters I am admitted to practice in New York and hold the CAMS (AML), CIPP/US (privacy), and CCEP (compliance and ethics) certifications.

Patrick S. - QTIP Trust Lawyer in New York
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Member Since:
June 17, 2026

Patrick S.

Fractional General Counsel | Transactional Attorney
Free Consultation
Denver, CO
26 Yrs Experience
Licensed in NY CO
University of Connecticut School of Law

Fractional general counsel and transactional attorney with 25 years of experience serving small and mid-size businesses. Particular depth in AEC, environmental consulting, and professional services industries. Commercial contracts, business formations, corporate governance, M&A support, NDAs, and commercial leases. Admitted in New York and Colorado.

Karen B. - QTIP Trust Lawyer in New York
View Karen
Member Since:
July 16, 2026
Anthony A. - QTIP Trust Lawyer in New York
View Anthony
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.

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Frequently Asked Questions

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Lawyer Reviews for New York QTIP Trust Projects

UTMA Trust Agreement

5.0

"I was very grateful to receive such quick service from Jane. She was very easy to reach and responded to every question, query almost immediately. She was very easy to work with also."

New York
Drafting
Trust
ContractsCounsel User
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Clients Rate Lawyers 4.9 Stars
based on 22,390 reviews
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Recent Project:
UTMA Trust Agreement
Location: New York
Turnaround: A week
Service: Drafting
Doc Type: Trust
Number of Bids: 1
Bid Range: $1,600
User Feedback:
I was very grateful to receive such quick service from Jane. She was very easy to reach and responded to every question, query almost immediately. She was very easy to work with also.

Need help with a QTIP Trust?

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Clients Rate Lawyers 4.9 Stars
based on 22,390 reviews

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