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Resolving Complex Legal Issues, One Solution at a Time

Experienced Guidance for Wealth Management and Business Success

Daniel I. Ward & Associates, P.C. offers comprehensive legal guidance to high net worth individuals and business owners in New Jersey and Florida. Our team of experienced attorneys and legal professionals draws on over 30 years of experience to address a diverse range of legal concerns, including:

Business Counseling

We guide businesses through every stage of their lifecycle, from foundation and contract review to restructuring, mergers, acquisitions, and sales. Our wide-ranging expertise encompasses:

  • Business formation and governance
  • Contract review and negotiation
  • Business succession planning
  • Reorganization and restructuring
  • Leasing, purchasing, and selling businesses

Business Succession Planning

Passing on a successful business to the next generation requires careful planning and execution. We work alongside clients to develop tailored strategies for:

  • Minimizing tax consequences
  • Ensuring business continuity
  • Transferring ownership efficiently

Tax Controversy

Navigating complex tax laws and disputes with state and federal agencies can be daunting. We offer comprehensive support in:

  • Responding to audits and investigations
  • Negotiating settlements
  • Litigating tax disputes

Estate & Trust Administration

When faced with the loss of a loved one, we provide empathetic guidance throughout the probate and estate administration process, ensuring:

  • Efficiently managing probate assets
  • Appointing and working with trustworthy executors and administrators
  • Addressing estate disputes and litigation

Estate Planning

Protecting your assets and ensuring your wishes are fulfilled after your passing is paramount. We offer comprehensive estate planning services, including:

  • Creating comprehensive estate plans
  • Reviewing and updating existing plans
  • Addressing specific needs like trusts and guardianship arrangements

Our Commitment

At Daniel I. Ward & Associates, P.C., we are driven by a deep understanding of our clients' unique situations and goals. We work collaboratively with each client to develop personalized solutions that protect their assets, achieve their financial goals, and ensure a smooth transition of wealth and business ownership.

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