Kalinoski & Riordan, P.A. is a law firm that provides legal services in the areas of business and corporate law, taxation, estate planning, estate administration, and business succession planning.
Robert Kalinoski
Robert D. Kalinoski is an attorney with Kalinoski & Riordan, P.A. His broad experience covers business and corporate law, taxation, estate planning, estate administration, and business succession planning.
Practice areas
Elder Law
Estate Planning & Estate Administration
Legal Services We Provide:
Estate planning in connection with corporate succession planning.
Wills
Credit shelter trusts to procure maximum federal estate tax benefits.
Generation skipping trusts to avoid taxation on assets while benefitting intervening generation of heirs.
Revocable trusts.
Irrevocable life insurance trusts to prevent taxation of life insurance proceeds.
Grantor retained annuity trusts (GRATs) to benefit heirs while providing tax benefits.
Charitable remainder trusts to benefit both charitable entities and individual heirs.
Private foundations for charitable, scientific and educational purposes.
Estate administration services.
Business
Business & Corporate Law
We provide legal services including the following:
Entity formation and planning, corporate governance issues, joint ventures and investments, employee compensation plans and equity arrangements, ownership structures and exit strategies.
Mergers, acquisitions, divestitures, business combinations, distribution and license agreements, partnership and LLC agreements, and shareholder agreements.
Corporate governance documents, such as corporate charters, stockholders' agreements, by-laws, executive employment contracts, stock option plans, restricted stock agreements and other ancillary documents.
International matters, including licensing, joint ventures, U.S. subsidiaries, mergers and acquisitions, and business structuring issues.
Purchasing and selling businesses or business interests.
Transaction documents, such as letters of intent, nondisclosure agreements, stock and asset purchase agreements, security agreements, promissory notes, and corporate guarantees.
Corporate formation for start-up technology companies, early stage funding and biotech tax credits.
Real estate contracts, construction contracts, deeds, mortgages and security agreements.
Contract management systems to enable businesses to integrate their legal and administrative documentation with their business operations in order to operate more efficiently and profitably.
Equipment leasing transactions.
Business Succession Planning
Legal Services We Provide:
Assist business owners in planning and implementing the orderly transfer of the ownership and management of their business in a manner that minimizes expenses and taxes, avoids unwanted liquidation, and fulfills the owner's personal and family objectives.
Assist business owners in coordinating their company’s long-term strategic objectives with their personal financial and estate planning objectives.
Work with other professionals, such as financial planners, insurance professionals, accountants, business valuation experts, bankers, trust officers, investment bankers, family business consultants and psychologists, to help business owners achieve both their corporate and personal objectives.
Implement strategies at the inception of a business that allows long-term growth in coordination with a long-term business succession plan.
Create contract management systems that integrate a company’s legal and administrative documents and procedures with its business operations in order to enable it to operate more efficiently and profitably.
Advise business owners on strategies for passage of ownership of the business to one or more children while preserving equality for all family members under the owner’s personal estate plan.
Assist companies in structuring financing, negotiating and consummating mergers, acquisitions, and divestitures.
Counsel business owners on providing compensation incentives to employees, using both equity and nonequity strategies.
Recommend and implement strategies for the orderly withdrawal of the business founders from active involvement in the company’s daily operations while retaining the desired amount of control.
Provide coordinated corporate, tax and estate planning services that are essential to a successful succession plan.