Practice Areas

Delivering a large firm quality product with a small firm personal approach for over 30 years.

PRACTICE AREAS

Corporate

We provide corporate services to clients in the following areas:

  • Structuring and negotiation of new business ventures and drafting necessary documents, including shareholder, partnership and operating agreements for privately held corporations, partnerships, joint ventures, and limited liability companies (LLCs).
  • Mergers and acquisitions, sales and purchases of business entities, including equity and/or asset sales.
  • Family business management, including coordination of business and trusts and estates issues in order to create succession plans.
    • Succession plans, including development of exit strategies, management buyouts, asset and stock sales
    • Efforts to solidify management and tighten governing documents
    • Acquisition of businesses, facilities and expansions
    • Formation of trusts, family limited partnerships, limited liability companies and S corporations
    • Development of, and counsel concerning, employment policies and practices
  • Contracts required in the day-to-day operations of businesses.
    • Shareholder Agreements
    • Operating Agreements
    • Consulting Agreements
    • Employment Agreements
    • Non-compete Agreements
    • Confidentiality Agreements
    • Guarantee Agreements
    • Promissory Notes
    • Independent Contractor Agreements
    • Assignment Agreements
    • Joint Venture Agreements
    • Intercompany Agreements
  • Business “divorces.”
  • Succession planning is integrated with our Firm’s estate planning practice to coordinate an effective plan for each client.

Often, businesses merge and sell their assets or purchase stock or assets of other businesses. They also borrow funds, issue equity, spin off subsidiaries, reorganize or create joint ventures with their business partners. Gardner Weiss & Rosenblum LLP can represent you or your business in any of these transactions.

Commercial Real Estate

We provide our extensive expertise to clients in assisting them with all of their commercial real estate needs. We also provide multidisciplinary support in such areas as corporate structure and estate planning, as required, to best serve our clients. Our commercial real estate services include:

  • Leasing: Landlord and Tenant representation in all aspects of office, retail and warehouse leasing, including negotiation of brokerage agreements, letters of intent, the lease itself, subordination and non-disturbance agreements, guarantee agreements, assignments and subleases and construction agreements
  • Acquisitions, Sales, Financing and Refinancing: Purchaser and Seller representation of multi-unit residential, office and mixed use (residential, office and retail) buildings, including negotiation of contracts of sale and loan documents, including conduit and mezzanine financing, and Section 1031 like-kind exchanges

Residential Real Estate

We have the experience to make your residential real estate deal smooth and stress-free.
We handle a broad range of residential real estate transactions in the City of New York, Westchester and Nassau counties, including:

  • Sale, purchase, lease and/or financing of a cooperative apartment, condominium, townhouse, brownstone, or house

We review, draft and negotiate documents and/or perform services including the following:

  • Contracts of Sale
  • Deeds
  • Mortgage and/or Loan Documents
  • Transfer Tax Documents (ACRIS, New York City, PREP, Westchester County, and New York State transfer tax forms)
  • Cooperative Apartment Documents
  • Due Diligence on Cooperatives and Condominiums acquisitions
  • Closing Statements
  • Leases

We assist our clients by preparing them in advance as to what to expect, explaining the process, and discussing material costs and expenses that will be incurred. We understand that many of our clients have no experience with real estate transactions and encourage them to ask questions. We are here to make the process a comfortable one.

Estate Planning

In our estate planning practice, we advise high net-worth individuals and families on wealth transfer tax savings strategies and customizing plans to carry out our clients’ wishes. In this area, we provide counsel to owners of closely held businesses, owners of real estate, executives, and non-traditional families in the following areas:

  • Wills, Living Wills, Health Care Proxies and Powers of Attorney
  • Revocable and Irrevocable Trusts
  • Creating and implementing Family Limited Partnerships (FLPS), Spousal Lifetime Access Trusts (SLATS), Qualified Personal Residence Trusts (QPRTS), Grantor Retained Annuity Trusts (GRATS), Dynasty Trusts and Life Insurance Trusts
  • Coordination of beneficiary designations for IRAs and other retirement accounts
  • Charitable Lead and Charitable Remainder Trusts
  • Representation of private foundations and not-for-profit organizations
  • Pre-nuptial Agreements
  • Other estate planning techniques

Trusts & Estates

Our trusts and estates practice includes the probate and administration of estates and trusts, advising executors, trustees and beneficiaries, preparing estate tax returns and accountings, guardianship proceedings and surrogate court litigation relating to will contests, construction proceedings, and contested accountings.

Elder Law

Our elder law practice involves Medicaid planning for home care and nursing home care, drafting of trusts and other legal documents to preserve assets and facilitate eligibility for government benefits, preparing and submitting Medicaid applications and preparing Special Needs Trusts, if appropriate.

Tax

The firm’s tax practice involves all aspects of individual, partnership, real estate and corporate taxation, including client representation in audits and administrative proceedings before the Internal Revenue Service and other tax authorities, and representation of private foundations and not-for-profit organizations.