
Rinaldi
Lead Attorney
Compétences

Voir mes services

Portfolio
Expérience professionnelle
Legal Research and Estate planning Specialist
Law • Indépendant
Sep 2019 - Present • 6 yrs 10 mos
Provide legal research, contract drafting, document review, and transaction support to individuals, startups, private companies, investors, and professional service providers. The work includes preparing and reviewing commercial agreements, corporate governance documents, investment and securities transaction documents, business formation materials, operating agreements, compliance memoranda, and closing checklists. I have experience in drafting and reviewing Securities Purchase Agreements that involve private placements, preferred stock, convertible securities, common-stock warrants, accredited investor qualifications, subscription procedures, closing conditions, representations and warranties, transfer restrictions, registration rights, indemnification, risk disclosures, governing law, and dispute-resolution provisions. I prepare clean drafts, tracked-changes versions, supporting schedules, investor questionnaires, and documentation for closing transactions based on term sheets, client instructions, and relevant legal precedents. I also provide estate-planning document support that includes revocable and irrevocable trusts, pour-over wills, financial and healthcare powers of attorney, HIPAA authorizations, certifications of trust, assignments of property, beneficiary provisions, spendthrift clauses, discretionary distributions, trustee succession, trust-protector provisions, and business-interest transfers. I help clients organize their personal property, real estate, bank accounts, business interests, and succession goals into effective estate-planning structures. My additional experience covers LLC formation and restructuring, holding-company setups, assignment of membership interests, amended operating agreements, corporate resolutions, asset schedules, business succession planning, probate-avoidance strategies, and document packages that support continuity during incapacity or death. I maintain a detail-oriented approach focused on ensuring consistency