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# AEGIS LAW

More Minds over Your Matters.

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## Posts

- [From Idea to Deal: A Practical Guide to Mergers and Acquisitions (M&A) Types and Valuations](https://aegislaw.com/what-are-mergers-and-acquisitions/) - Mergers and Acquisitions (M&A) are a popular tool used in the corporate landscape to shape businesses. Learn the different types, structures, and examples of M&A in this guide.
- [AEGIS Law Welcomes Christopher Cahill, a Powerful Advocate for Creditors and Business Owners](https://aegislaw.com/introducing-christopher-cahill-enhancing-legal-expertise-at-aegis-law/) - Introducing a Seasoned Advocate for Creditors and Businesses We are excited to welcome Christopher Cahill to AEGIS Law. Cahill brings extensive legal expertise and a commitment to exceptional service. With his diverse experience and dedication, Cahill is a valuable asset to our firm and clients. Cahill is a seasoned attorney who excels in optimizing AEGIS Law welcomes Christopher Cahill, a powerful advocate for creditors and business owners, expanding our bankruptcy, restructuring and finance practice.
- [Protecting Inherited Wealth Across Generations](https://aegislaw.com/protecting-inherited-wealth-across-generations/) - There’s an old saying among estate planners: the first generation builds it, the second generation preserves it, and the third generation spends it. The pattern reflects a real and observable phenomenon — inherited wealth is notoriously difficult to preserve across multiple generations. The reasons are varied. Some are behavioral: recipients of inherited wealth sometimes lack Inherited wealth is often lost within two to three generations. Estate planning attorney John Gunn explains trust strategies that protect assets from divorce, creditors, and poor decisions
- [What Lateral Candidates Actually Want in 2026 (And Why It Isn't Just Money)](https://aegislaw.com/what-lateral-candidates-want-2026/) - What lateral candidates want in 2026 is no longer as simple as a larger paycheck. For most of the time I have spent building a law firm and working alongside legal recruiters, the conventional wisdom about lateral moves has been simple: pay more and you will win the candidate. Money still matters, of course. But Money is rarely the whole story in a lateral move. Here's what experienced attorney candidates actually want, and how legal recruiters can use it to place them.
- [Private Placement Litigation: When the Deal Goes Sideways](https://aegislaw.com/private-placement-litigation/) - Private placements are supposed to be the quiet corner of the securities markets. Regulation D, Rule 506, accredited investors, sophisticated counterparties, negotiated terms, limited disclosure obligations relative to public offerings. The premise of the entire private capital ecosystem is that the parties to a Reg D transaction are capable of protecting their own interests and Otto K. Hilbert, II explains private placement litigation involving Reg D offerings, investor claims, subscription documents, and placement agent liability.
- [What Happens to Your Business When You Die?](https://aegislaw.com/what-happens-to-your-business-when-you-die/) - If you own a business, you’ve probably spent years building something valuable. But one question that surprisingly few business owners have answered in any meaningful way is this: what actually happens to your business when you die? It’s not a comfortable question. But it may be the most important one your estate plan has to Without proper planning, your business may not survive you. Estate planning attorney John Gunn explains what business owners need to know about succession, buy-sell agreements, and continuity planning.
- [Medicaid Planning and Asset Protection: What Families Need to Know](https://aegislaw.com/medicaid-planning-and-asset-protection-what-families-need-to-know/) - The cost of long-term care in the United States has become one of the most significant financial risks facing older Americans and their families. A year in a skilled nursing facility can easily run $90,000 to $100,000 or more, and for many families, a prolonged stay can rapidly consume assets accumulated over a lifetime. Medicaid Long-term care can deplete a lifetime of savings quickly. Estate planning attorney John Gunn explains Medicaid planning strategies and how to protect assets for your family
- [Corporate Trustee vs. Individual Trustee: Which Is Right for Your Trust?](https://aegislaw.com/corporate-trustee-vs-individual-trustee-which-is-right-for-your-trust/) - Among all the decisions involved in creating a trust, few carry more long-term significance than the choice of trustee. A trustee isn’t just a name on a document — it’s the person or institution that will actually administer the trust, manage its assets, make distributions to beneficiaries, file tax returns, and navigate potential conflicts between Choosing a trustee is one of the most consequential decisions in estate planning. John Gunn explains the difference between corporate and individual trustees and how to choose wisely
- [FINRA Enforcement in a Post-Reg BI World: Defending Broker-Dealers and Registered Representatives](https://aegislaw.com/finra-enforcement-defense-reg-bi/) - FINRA enforcement defense has changed meaningfully in the years since Regulation Best Interest took effect, and broker-dealers and registered representatives ignore those changes at their peril. The Financial Industry Regulatory Authority’s enforcement program has evolved substantially in the years since the Securities and Exchange Commission’s Regulation Best Interest took effect. The conduct standards governing broker-dealer Otto K. Hilbert, II explains FINRA enforcement defense after Reg BI, including 8210 requests, sanctions, hearings, and broker-dealer risk.
- [Trying the Bet-the-Company Case: Why Most Commercial Disputes Are Lost in Discovery](https://aegislaw.com/complex-commercial-litigation-discovery/) - Complex commercial litigation is rarely won in the courtroom alone; it is usually won or lost much earlier, in the discovery record that determines what the trial can become. There is a comforting myth in commercial litigation that great trial lawyers win cases in the courtroom. Powerful cross-examinations, memorable closing arguments, the dramatic moment when Otto K. Hilbert, II explains how complex commercial litigation is often won or lost through discovery, depositions, experts, and trial records.
- [Reps and Warranties Insurance: How It's Changing the Way M&A Deals Get Done](https://aegislaw.com/rwi-reps-warranties-insurance-ma/) - Ten years ago, reps and warranties insurance was a curiosity in the middle market — used occasionally, viewed skeptically, and priced in a way that made it work only for large transactions. Today, it is close to standard. In the deals we are running on the sell side for entrepreneur and founder clients, an RWI Reps and warranties insurance has become standard in middle-market M&A. Here's how it works, what it costs, and how it changes the negotiation between buyer and seller
- [Working Capital Adjustments: The Quiet Mechanism That Moves Real Money at Closing](https://aegislaw.com/working-capital-adjustments-ma-closing/) - Working capital is the most overlooked line item in most M&A deals. Founders focus on the headline price. They focus on the escrow. They focus on indemnification and reps and warranties. And then, sixty days after closing, a spreadsheet arrives showing that the working capital delivered fell short of the agreed target by four hundred Working capital adjustments quietly shift hundreds of thousands of dollars at M&A closing. Here's how the target gets set, where the disputes happen, and what sellers should know.
- [Earnouts in M&A: When They Work, When They Don't, and How to Structure Them So Both Sides Win](https://aegislaw.com/earnouts-ma-structuring/) - Earnouts are one of the most useful tools in M&A and one of the most reliable sources of post-closing litigation. Both things are true at the same time. An earnout can bridge a valuation gap that would otherwise kill a deal, and an earnout can become a multi-year dispute that consumes the seller’s time, the Earnouts bridge valuation gaps in M&A deals but generate the most post-closing disputes. Here's when they make sense, when they don't, and how to structure them to avoid litigation.
- [Letters of Intent in M&A: What Founders Sign Away Before They Realize It](https://aegislaw.com/letters-of-intent-ma-founders/) - The letter of intent is the first real document in most M&A transactions, and it is also the document founders sign with the least scrutiny. The price is exciting, the timeline feels manageable, and the LOI is described — usually by the buyer’s team — as a ‘non-binding term sheet.’ That description is true, but A letter of intent in an M&A deal is mostly non-binding — except for the parts that aren't. Here's what founders give up when they sign one, and how to protect leverage early.
- [The 20 Hours a Week You're Losing to Administration](https://aegislaw.com/hours-lost-to-law-firm-administration/) - Law firm administrative burden quietly consumes hours that attorneys could otherwise spend practicing law, serving clients, and building their careers. Imagine being handed back half a day, every single day, for the rest of your career. Not vacation, not a sabbatical — just time. Time you currently spend on work that has nothing to do Attorneys lose 20-25 hours a week to administration at traditional firms. Here's how AEGIS Law gives that time back by separating practice from operations.
- [The Black Box: What's Really Wrong With Law Firm Compensation](https://aegislaw.com/law-firm-compensation-black-box/) - Law firm compensation models are often treated as complicated by necessity, but in many traditional firms the real problem is opacity. Ask an experienced attorney at a traditional firm to explain exactly how their compensation is calculated, and watch what happens. Most cannot do it. They can describe the general shape of it – production Traditional law firm pay is a black box that runs on politics. Here's how the transparent 40/20 compensation model removes the guesswork for attorneys.
- [Why Being a Great Lawyer Doesn't Make You a Great Business Manager](https://aegislaw.com/great-lawyer-vs-business-manager/) - An alternative law firm model starts with a different assumption about what lawyers should spend their time doing. There is a quiet assumption built into almost every law firm in America: that the person who drafts a flawless merger agreement should also be the person deciding which copier to lease, how to structure the firm’s A great attorney and a great business manager are different skill sets. Here's why AEGIS Law separated the practice of law from the business of running a firm.
- [AEGIS Law Welcomes Veteran Trial Lawyer Otto K. Hilbert, II and Opens a Second Denver-Area Office](https://aegislaw.com/aegis-law-welcomes-veteran-trial-lawyer-otto-k-hilbert-ii-and-opens-a-second-denver-area-office/) - AEGIS Law is proud to welcome Otto K. Hilbert, II to the firm. Otto is a trial and appellate lawyer with more than 36 years of first-chair experience, and his arrival meaningfully deepens the bench of our litigation practice group. For our litigation clients, this is a real addition of senior firepower. Otto has tried Otto K. Hilbert, II explains choosing trial counsel for major disputes, including first-chair experience, matter-specific strategy, relationships, and fit.
- [Preparing Your Company for Sale: A Strategic Roadmap](https://aegislaw.com/preparing-your-company-for-sale-a-strategic-roadmap/) - The decision to sell a business represents one of the most significant events in an owner’s professional life. Yet many owners approach this milestone without adequate preparation, leaving substantial value on the table and creating unnecessary transaction risk. A disciplined preparation process – ideally beginning 18-24 months before going to market – significantly improves outcomes Preparing your company for sale requires a strategic roadmap that begins 18–24 months before going to market, maximizing value and reducing transaction risk.
- [When the Subpoena Lands: The First 72 Hours of an SEC Investigation](https://aegislaw.com/sec-investigation-defense-first-72-hours/) - By Otto K. Hilbert, II In 36 years of trying cases and defending companies in regulatory investigations, I have watched the same pattern repeat itself. A general counsel calls me on a Thursday afternoon. The Wells notice arrived that morning. The CEO wants to know what to say to the board on Monday. The compliance Trial attorney Otto K. Hilbert, II on the first 72 hours of an SEC investigation — preservation, privilege, and decisions that shape every outcome
- [Transformation Stories — How Burned-Out Lawyers Fell Back in Love with Law](https://aegislaw.com/transformation-stories-how-burned-out-lawyers-fell-back-in-love-with-law/) - Firm Culture // Attorney Stories The Breaking Point Every lawyer has a moment when the weight feels too heavy. For some, it’s another missed dinner. For others, it’s the realization that the firm they built has started to own them. For many, it’s quiet burnout—no breakdown, just emptiness. I’ve lived that moment. And so have Real lawyers. Real stories. How attorneys who almost walked away from law found renewed purpose, freedom, and joy through a new model of practice.
- [Estate Planning Mistakes: What to Avoid When Protecting Your Legacy](https://aegislaw.com/estate-planning-mistakes-what-to-avoid-when-protecting-your-legacy/) - Legacy // Planning Pitfalls Common Estate Planning Mistakes to Avoid Estate planning represents one of the most important financial and legal tasks any individual will undertake. Yet despite its significance, many people make critical mistakes that can undermine their carefully laid plans, create unnecessary expenses, generate family conflicts, or fail to achieve intended objectives. Understanding Avoid common estate planning mistakes that could jeopardize your legacy. Learn the critical errors to prevent in your estate plan from experienced attorney John Gunn
- [REPRESENTATIONS AND WARRANTIES IN M&A: ALLOCATING RISK EFFECTIVELY](https://aegislaw.com/representations-and-warranties-in-ma-allocating-risk-effectively/) - M&A // Risk Allocation Briefing The Representations and Warranties Section: Risk Allocation in M&A The representations and warranties section of an M&A purchase agreement often receives less attention than headline terms like purchase price and deal structure, yet these provisions fundamentally shape the risk allocation between buyer and seller. Thoughtfully negotiated representations and warranties protect Representations and warranties in M&A allocate risk effectively by verifying information, driving disclosure and defining post-closing remedies for buyers and sellers
- [Business Valuation Strategies: Understanding and Maximizing Enterprise Worth](https://aegislaw.com/business-valuation-strategies-understanding-and-maximizing-enterprise-worth/) - Business Strategy // Valuation Briefing Business Valuation: Strategic Foundations for Growth Business valuation represents far more than an academic exercise or compliance requirement. For business owners, understanding valuation methodologies, drivers of value, and strategic enhancement opportunities creates essential foundations for virtually every significant business decision—from succession planning and partner buyouts to financing negotiations and potential Business valuation strategies help owners understand value drivers, select income, market, and asset approaches, and systematically maximize enterprise worth.
- [Ready for Change — Your 90-Day Roadmap to Practice Transformation](https://aegislaw.com/ready-for-change-your-90-day-roadmap-to-practice-transformation/) - Firm Culture // Attorney Wellness The Hardest Part Is Deciding Most lawyers know something has to change long before they act on it. The signs are familiar: You dread Mondays. You stop feeling proud of your work. You catch yourself daydreaming about doing anything else. I’ve been there. I know that voice — the one Change doesn’t happen overnight — but it can start today. Here’s a practical, 90-day roadmap for lawyers ready to reclaim their purpose, peace, and professional freedom.
- [FINANCING M&A TRANSACTIONS: STRUCTURES AND STRATEGIES](https://aegislaw.com/financing-ma-transactions-structures-and-strategies/) - M&A // Capital Strategy Why Financing Structure Matters in M&A The financing structure of an M&A transaction significantly impacts its feasibility, economics, and risk profile. Whether a buyer relies on cash reserves, debt financing, equity issuance, or creative alternatives, the chosen approach shapes everything from purchase price to post-closing operations. Understanding the full range of Financing M&A transactions requires balancing cash, debt, equity and creative structures to fund deals, manage risk and support long-term value creation.
- [Powers of Attorney Explained: Essential Protection for Incapacity](https://aegislaw.com/powers-of-attorney-explained-essential-protection-for-incapacity/) - Legacy // Estate Continuity Powers of Attorney: Frequently Misunderstood Powers of attorney represent some of the most important yet frequently misunderstood estate planning documents. While wills and trusts receive considerable attention in estate planning discussions, powers of attorney often prove even more critical during your lifetime, providing essential protection if you become unable to manage Understand the critical role of powers of attorney in estate planning. Learn about durable POA, healthcare POA, and advance directives from experienced attorney John Gunn
- [Collaborative Business Planning: Building the Ideal Advisory Team](https://aegislaw.com/collaborative-business-planning-building-the-ideal-advisory-team/) - Business Strategy // Team Coordination The Most Effective Outcomes Emerge from Collaborative Advisory Teams Complex business planning rarely succeeds through isolated expertise. The most effective outcomes emerge from collaborative advisory teams that integrate specialized knowledge across multiple disciplines—legal, tax, financial, insurance, valuation, and management perspectives. While business owners naturally focus on advisors’ technical capabilities, their Business planning succeeds when collaborative advisory teams align legal, tax, financial, and management expertise with clear client goals and values.
- [Special Needs Planning: Creating Protection Without Limitation](https://aegislaw.com/special-needs-planning-creating-protection-without-limitation/) - Legacy // Special Needs Planning Planning for Loved Ones with Special Needs Planning for loved ones with special needs presents unique challenges that extend beyond typical estate planning considerations. Families navigating this landscape must balance competing objectives: providing financial support, maintaining eligibility for essential government benefits, ensuring quality care, and promoting independence and dignity. A Learn comprehensive special needs planning strategies including special needs trusts, ABLE accounts, and guardianship alternatives. Expert guidance from estate planning attorney John Gunn.
- [Employee Retention Strategies During M&A Transactions](https://aegislaw.com/employee-retention-strategies-during-ma-transitions/) - M&A // Human Capital Strategy Maintaining Workforce Stability During Integration Among the many challenges involved in mergers and acquisitions, maintaining workforce stability during the integration period stands out as particularly critical. Talent retention directly impacts transaction value – especially in knowledge-intensive businesses where human capital represents the primary asset being acquired. Yet uncertainty inherently accompanies Employee retention strategies during M&A transitions maintain workforce stability, protect transaction value and reduce flight risk throughout integration.
- [Succession Planning: Preparing the Next Generation for Business Leadership](https://aegislaw.com/succession-planning-preparing-the-next-generation-for-business-leadership/) - Succession // Leadership Development Successful Business Succession: Leadership Development Successful business succession represents one of the most challenging transitions entrepreneurial families navigate. While technical aspects of ownership transfer receive substantial attention, leadership development for next-generation successors often remains inadequately addressed until transition timelines compress uncomfortably. The most successful family business transitions reflect years of intentional Succession planning helps family businesses develop next-generation leaders through assessment, education, mentoring, and well-timed leadership transitions.
- [Beyond Big Law: How Technology and Innovation Are Reshaping Legal Services](https://aegislaw.com/beyond-big-law-how-technology-and-innovation-are-reshaping-legal-services/) - When AEGIS Law opened its doors in 2003, the legal industry operated on a simple assumption: sophisticated legal work was the exclusive domain of Big Law firms. Twenty years later, we’ve not only challenged that assumption but helped create a new model for legal services that combines the sophistication of larger firms with the agility Big Law is no longer the only path to sophisticated legal work; discover how AEGIS Law uses technology and innovation to deliver boutique-level service.
- [FTC's Noncompete Ban: Navigating the Uncertain Landscape for Entrepreneurs and Small Businesses](https://aegislaw.com/ftcruling/) - The Federal Trade Commission (FTC) has recently issued a final rule banning the use of noncompete clauses nationwide, aiming to protect workers’ freedom to change jobs, foster innovation, and encourage new business formation. While this ruling has the potential to significantly impact entrepreneurs and closely held businesses, its enforceability remains subject to the approval of Learn how the FTC's nationwide noncompete ban impacts entrepreneurs and small businesses, from potential benefits to legal challenges and compliance steps.
- [They Say Necessity Breeds Innovation](https://aegislaw.com/lesson-6-necessity-breads-innovation/) - They Say Necessity Breeds Innovation As we reflect on the scrappy hustle that built AEGIS Law’s foundations, our early days were a crash course in getting creative with scarce resources. When we set up shop in 2003, we had more vision than funds, but that sharpened our resourcefulness. Rather than posh corner suites to convey Discover how AEGIS Law turned scarce resources into scrappy innovation, proving that necessity breeds invention and shaping a bold, modern law firm today.
- [Lesson 5: The Legal Daredevils: How Our Scrappy Law Firm Embraced Bold Ideas to Punch Above Our Weight](https://aegislaw.com/lesson-5-the-legal-daredevils/) - Launching a Scrappy, Daring Law Firm To mark our business law firm’s 20th anniversary, I’m sharing a weekly articles highlighting lessons learned over the past two decades. By transparently reflecting on our journey embracing change and innovation, I hope to provide perspective applicable beyond the legal industry. Thanks, Scott Levine. When we started our law How a scrappy business law firm of legal daredevils embraced bold ideas, took smart risks and punched above its weight to win major clients nationwide.
- [Lesson 3: The Power of Relationships: Lessons from a Difficult Time](https://aegislaw.com/lesson-3/) - Introduction: A 20-Year Journey and Its Lessons To mark our business law firm’s 20th anniversary, I’m sharing a weekly articles highlighting lessons learned over the past two decades. By transparently reflecting on our journey embracing change and innovation, I hope to provide perspective applicable beyond the legal industry. Thanks, Scott Levine To mark our law The Power of Business Relationships – how strong client, vendor and banker ties helped a young law firm survive an early financial crisis and grow.
- [Lesson 2: Our Technology Transformation: How Innovation Has Shaped Our Law Firm](https://aegislaw.com/lesson-2-our-technology-transformation-how-innovation-has-shaped-our-law-firm/) - To mark our business law firm’s 20th anniversary, I’ll be sharing a bi-monthly series of articles highlighting lessons learned over the past two decades. By transparently reflecting on our journey embracing change and innovation, I hope to provide perspective applicable beyond the legal industry. Thanks, Scott Levine. The Cutting Edge of Yesterday It’s remarkable now Lesson 2: Our Technology Transformation – how 20 years of legal technology innovation reshaped our law firm, from paperless files to AI-powered research.
- [When it comes to complex transactions, not all lawyers are created equal...](https://aegislaw.com/when-it-comes-to-complex-transactions-not-all-lawyers-are-created-equal/) - Why the Right Lawyer Changes the Cost of a Deal As a lawyer and owner of a law firm for over 20 years, I’ve been practicing for almost 30 years. When we’re starting a transaction, especially for a new client, we’re often asked to estimate our fees for the transaction. A totally reasonable request. But Learn why experienced M&A lawyers matter in complex transactions, how the other side’s lawyer drives costs, and why investing in expertise saves clients money.
- [Choosing the Right Homeowners Insurance Policy](https://aegislaw.com/choosing-the-right-homeowners-insurance-policy/) - If you’ve ever tried to read a homeowners insurance policy cover to cover, you know it feels like deciphering hieroglyphics. The irony is that what you don’t understand when you sign can cost you dearly after a storm. I’ve represented hundreds of property owners who paid premiums for years, only to discover they were underinsured Discover how to choose the right homeowners insurance policy with coverage that truly protects against storm and roof damage.
- [When the Storm Hits – What to Do in Real Time](https://aegislaw.com/when-the-storm-hits-what-to-do-in-real-time/) - Storms don’t give notice. When they hit, instinct takes over — protect your family, your pets, your property. But as soon as it’s safe, your next move should be to document everything, or at least as much as you can. Those first few hours can determine whether your claim is approved or denied months later. Essential steps to take after a storm to document damage, strengthen insurance claims, and protect your home and finances.
- [The Evolving Landscape of Estate Planning: What Every Family Should Know in 2026](https://aegislaw.com/the-evolving-landscape-of-estate-planning-what-every-family-should-know-in-2026/) - Estate planning has always been about preparing for the future, but the landscape continues to evolve in ways that demand our attention. As we navigate the complexities of modern life, traditional approaches to estate planning are being reshaped by changing laws, family structures, and digital assets. The foundation of effective estate planning remains consistent: protecting Estate planning in 2026 requires addressing digital assets, SECURE Act changes, and modern family structures. Learn what every family needs to know from estate planning attorney John Gunn.
- [Beyond the Will: Modern Trust Strategies for Thoughtful Legacy Planning](https://aegislaw.com/beyond-the-will-modern-trust-strategies-for-thoughtful-legacy-planning/) - The humble will has long been considered the cornerstone of estate planning. Yet for many families today, a will alone may not provide the protection, privacy, and control they seek when planning for the future. Modern trust strategies offer solutions to common challenges, providing flexibility that extends well beyond what a traditional will can accomplish. Trusts Discover modern trust strategies that go beyond basic estate planning. Learn about revocable living trusts, special needs trusts, and advanced planning from estate planning expert John Gunn.
- [Navigating the Probate Process: A Roadmap for Executors and Families](https://aegislaw.com/navigating-the-probate-process-a-roadmap-for-executors-and-families/) - Losing a loved one initiates a journey through grief that no one wishes to undertake. Amidst this emotional landscape, many families face the additional challenge of navigating the probate process—a legal procedure that can seem mysterious and overwhelming without proper guidance. Understanding this process can significantly reduce stress during an already difficult time. Probate, fundamentally, Learn how to navigate the probate process with confidence. Estate planning attorney John Gunn provides a comprehensive guide for executors and families facing probate administration.
- [The Day After: First Steps After Storm Damage](https://aegislaw.com/the-day-after-first-steps-after-storm-damage/) - A Homeowner’s Guide to Protecting Your Claim, Your Property, and Your Peace of Mind Storms don’t care about your schedule. They roll in at 2 a.m., during dinner, during soccer practice, and always — always — before you’ve had the chance to prepare. When the wind dies down and the sirens stop, you step outside Learn the essential first steps homeowners must take the day after storm damage to protect insurance claims and prevent costly denials.
- [The Art of Trust Administration: Best Practices for Trustees](https://aegislaw.com/the-art-of-trust-administration-best-practices-for-trustees/) - Serving as a trustee carries profound responsibilities that blend financial acumen, legal compliance, and interpersonal sensitivity. Whether you’re a professional trustee, family member, or trusted friend who has accepted this role, understanding the nuances of trust administration can help you fulfill your duties with confidence and minimize potential conflicts. The trustee position exists at the Learn trustee best practices and fiduciary duties from experienced estate planning attorney John Gunn. Essential guidance for family trustees and professional fiduciaries.
- [Before You File: Gathering Estimates and Evidence](https://aegislaw.com/before-you-file-gathering-estimates-and-evidence/) - The Critical Step Homeowners Skip — and Insurers Count On By the time most homeowners finally file a storm damage claim, the insurance company already has the upper hand. Not because the insurer knows more about the property, and not because they have better data — but because homeowners often file too fast and too Before You File: Discover why gathering strong evidence and estimates before filing a storm damage claim is critical for fair insurance payouts.
- [Digital Assets in Estate Planning: Simple Steps to Protect Your Virtual Legacy](https://aegislaw.com/digital-assets-in-estate-planning-protecting-your-virtual-legacy/) - Estate & Wealth // Legacy Briefing Digital Assets in Estate Planning: Protecting Your Virtual Legacy Ensuring intergenerational continuity for a profound transformation of personal and professional property. Today, our finances, memories, and professional identities exist substantially in digital form. Yet these assets are frequently overlooked in traditional estate planning, creating significant barriers for fiduciaries and Learn how to protect digital assets in your estate plan, from cryptocurrency to social media accounts. Expert guidance on digital legacy planning from estate planning attorney John Gunn.
- [Business Succession Planning: Creating a Legacy Beyond Ownership](https://aegislaw.com/business-succession-planning-creating-a-legacy-beyond-ownership/) - Estate & Wealth // Succession Briefing Business Succession Planning: Creating a Legacy Beyond Ownership Building a successful business represents a significant achievement, yet neglecting to develop a comprehensive succession strategy can jeopardize your future and your family’s financial security. The Three Dimensions of Strategic Succession Successful succession planning addresses three interconnected dimensions: management, ownership, and Discover essential business succession planning strategies for family businesses. Learn how to preserve your business legacy with expert guidance from estate planning attorney John Gunn.
- [Charitable Planning Strategies: Aligning Your Values and Legacy](https://aegislaw.com/charitable-planning-strategies-aligning-your-values-and-legacy/) - Legacy // Charitable Planning Briefing Integrating Philanthropy into Your Estate Plan Philanthropy represents one of the most profound expressions of personal values. When integrated thoughtfully, charitable giving magnifying impact while achieving multiple personal objectives. Philanthropy represents one of the most profound expressions of personal values. When integrated thoughtfully into estate planning, charitable giving creates opportunities Explore charitable planning strategies that align your values with tax benefits. Learn about charitable trusts, donor-advised funds, and private foundations from estate planning expert John Gunn.
- [Estate Planning for Blended Families: Balancing Love and Fairness](https://aegislaw.com/estate-planning-for-blended-families-balancing-love-and-fairness/) - Blended families—those created through remarriage after divorce or widowhood—represent an increasingly common family structure in modern America. While these families often create beautiful combinations of people, relationships, and experiences, they also present unique estate planning challenges that require thoughtful attention. Balancing the desire to provide for a current spouse with ensuring children from previous relationships Navigate the unique challenges of estate planning for blended families. Learn strategies to protect all family members while honoring relationships from experienced attorney John Gunn.
- [Trust vs. Will: Understanding Your Estate Planning Options](https://aegislaw.com/trust-vs-will-understanding-your-estate-planning-options/) - One of the most common questions in estate planning is whether to use a will, trust, or combination of both to accomplish your planning objectives. While this question might seem simple, the answer depends on your specific circumstances, goals, family situation, and assets. Understanding the fundamental differences between wills and trusts, their respective advantages and Confused about trust vs. will? Learn the key differences, advantages, and when to use each option in your estate plan from experienced attorney John Gunn
- [The Future of Law — 5 Predictions for 2026 and How to Prepare](https://aegislaw.com/the-future-of-law-5-predictions-for-2026-and-how-to-prepare/) - Practice Management // Strategy Briefing The Future of Law: 5 Predictions for 2026 Thriving in a period of rapid technological shift, client evolution, and workplace decentralization. The law moves slowly—until it doesn’t. While many firms remain tethered to email-heavy, hierarchy-driven models, the future is already rewarding those who opt for innovation and interdependence. 1. AI, automation, and client expectations are reshaping law faster than most firms can react. Here are five predictions for where the profession is headed—and how to get ahead of it now.
- [Part I: Handling Your Estate Plan During and After Divorce: Death Pending Divorce](https://aegislaw.com/handling-your-estate-plan-during-and-after-divorce-death-pending-divorce/) - It’s tough enough to contemplate the traditional individual, family and financial changes of the process of divorce. It’s even tougher to factor in the possibility of one’s own mortality during divorce proceedings, or thereafter. But the consequences of failing to stay on top of these matters can be devastating to the family. Let’s take a
- [What is Estate Planning?](https://aegislaw.com/what-is-estate-planning/) - Estate planning is planning that protects yourself, your loved ones and your legacy in the event you become incapacitated during your lifetime and when you die. In the event of your mental incapacity, it is planning that puts you in control of who will manage your finances, provide for your family and make medical decisions
- [Why Do People Generally Set Up An Estate Plan?](https://aegislaw.com/why-do-people-generally-set-up-an-estate-plan/) - More often than not, they set up an estate plan because there’s been some kind of occurrence, whether a serious health problem that made them start thinking that they don’t have anything in place, the death of a parent or other relative who left them with a real mess that they don’t want to leave
- [Should I Discuss My Estate Plan With My Children Or Spouse?](https://aegislaw.com/should-i-discuss-my-estate-plan-with-my-children-or-spouse/) - Our general advice is that provided children are old enough to understand and certainly with a spouse or other life partner, the plan should be discussed with them. Nothing leads more to family conflict and hard feelings than surprises that family members didn’t know what they were going to get when an individual died and
- [What Are The Basics Of An Estate Plan?](https://aegislaw.com/what-are-the-basics-of-an-estate-plan/) - The most important basics of an estate plan are five things. A will or what is referred to as a revocable trust or a living trust (which is a substitute for a will). This is the document that says when you die, who you want to receive your property and the terms on which you
- [Frequently Asked Questions About Probate](https://aegislaw.com/frequently-asked-questions-about-probate/) - What Actually Is Probate? What Does Probate Mean? Probate is the legal process that is set up in order to settle the final affairs of a person who has died. This includes paying off all of their debts, and resolving any disputes. Once the estate is in a position to do so, and then distribute
- [What Is The Legacy Protection Process?](https://aegislaw.com/what-is-the-legacy-protection-process/) - The Legacy Protection Process is a unique estate planning process that we’ve developed to provide uncommon value to our clients. It is a process designed to assure that our clients will always be confident and secured that they, their loved ones and their legacies are protected. What Are the Different Aspects of the Legacy Protection
- [What Is A Durable Power Of Attorney?](https://aegislaw.com/what-is-a-durable-power-of-attorney/) - A financial durable power of attorney is a document that puts you in control of who will be responsible for managing your finances if you become mentally incapacitated and are unable to handle your financial affairs on your own. Without a financial durable power of attorney in place, if you become incapacitated, no one, not
- [What Estate Planning Advice Would You Give To A Same Sex Couple?](https://aegislaw.com/what-estate-planning-advice-would-you-give-to-a-same-sex-couple/) - In June of 2015 the United States Supreme Court ruled in the landmark case of Obergefell v. Hodges that same sex couples in every state have the right to get married, and as such, have all the same rights that spouses have traditionally had in heterosexual marriages. In the past, people in same sex relationships
- [What Events Can Trigger A Personal Representative To Get Involved?](https://aegislaw.com/what-events-can-trigger-a-personal-representative-to-get-involved/) - The personal representative of an estate is modern terminology adopted in Missouri and many other states for what used to be called the executor of your estate. The personal representative or executor of your estate is appointed when you die, so it is death that triggers the personal representative getting involved. Do Personal Representatives Get
- [Can Digital Assets Be Part Of An Estate Plan?](https://aegislaw.com/can-digital-assets-be-part-of-an-estate-plan/) - First of all, have to define what digital assets are, because people use that term all the time but they’re not all necessarily referring to the same thing. We define digital assets as anything that is stored or transmitted electronically, as opposed to being on. The term digital assets also refers to the devices that
- [What Are The Qualities Of A Competent Estate Planning Attorney?](https://aegislaw.com/what-are-the-qualities-of-a-competent-estate-planning-attorney/) - The qualities of a competent estate planning attorney include having a great deal of experience in the practice of law, having a practice concentration in estate planning, keeping up with the most current laws and estate planning techniques and being a good drafts person who writes clear and unambiguous estate planning documents. A good estate
- [An Overview Of Living Trusts And Wills](https://aegislaw.com/an-overview-of-living-trusts-and-wills/) - You have two primary choices for transferring assets upon your death: a will, which is the traditional method, and a living trust. If you die without either a will or a living trust, the state controls how your property is dispersed. In addition, settling your estate will probably be more difficult and costly. The main
- [Setting up a Trust for the Care of Your Pets After You’re Gone](https://aegislaw.com/setting-up-a-trust-for-the-care-of-your-pets-after-youre-gone/) - Norman Newmark, Attorney (bio | email) Americans love their pets, spending billions on pet care each year. Yet, few pet owners (parents?) consider how to take care of their furry friends after death. This is somewhat curious. After all, many people love their pets more than family members or friends, and of course it is
- [Estate Planning and Proposed New Tax Reform](https://aegislaw.com/estate-planning-and-proposed-new-tax-reform/) - With large-scale tax reform being proposed in Washington D.C. by the Republican Congress, it's important to understand how changes in our tax law would effect each of us, and specifically how it will effect estate planning. What does this mean for me? This past Thursday, November 2, 2017, Republicans in the House of Representatives released their
- [Avoiding the Pitfalls of Estate and Trust Administration](https://aegislaw.com/avoiding-the-pitfalls-of-estate-and-trust-administration/) - Have your parents or other relatives put you in charge of their finances, that is, after they die or become incapacitated? Did you know this is a full-time job? The person in charge after someone dies or becomes incapacitated, generically called a “fiduciary” in legal parlance, must pay the debts, expenses and taxes of the
- [Choosing a Trustee or Personal Representative](https://aegislaw.com/choosing-a-trustee-or-personal-representative/) - Your choice of a trustee or executor (personal representative) to manage your finances and estate after your death or disability can be a difficult decision. Consider that the person in charge, generically called a “fiduciary” in legal parlance, must pay your debts, expenses and taxes, and occasionally litigate these matters or the validity of the
- [Deep Insights for Better Strategic Business Planning](https://aegislaw.com/deep-insights-for-better-strategic-business-planning/) - Strategic business planning is essential for setting priorities and identifying a roadmap for your business’ future. Unfortunately, many employees see strategic planning as an onerous and useless exercise: Ask employees when they last referenced a strategic plan, or where it is located on their computer network, and you may start to wonder what anyone really
- [A Crash Course In Special Needs Trusts](https://aegislaw.com/a-crash-course-in-special-needs-trusts/) - If you have a loved one with disabilities, you must plan for things in your day-to-day life that other people don’t even consider. One of those considerations is the effect that an inheritance might have on a disabled loved-one’s income. For most people, an inheritance is a good thing. For loved ones with disabilities, it
- [3 Costly Estate Planning Mistakes People Make in Their 60s](https://aegislaw.com/3-costly-estate-planning-mistakes-people-make-in-their-60s/) - Although most people know that planning for end of life issues is important, only 58% of people ages 53 to 71 actually have estate planning documents. Even if a will is in place, it doesn’t guarantee that a person’s assets will be distributed smoothly. Unfortunately, some senior citizens make other errors in the estate planning
- [How To Protect an Inheritance from Creditors and Predators](https://aegislaw.com/a-crash-course-in-special-needs-trusts-2/) - An inheritance can be a great thing. However, it can also be a bone of contention between the family members left behind, as they argue over their share of the estate and pay off creditors. This certainly isn’t what the family member leaving the estate behind had in might when she created her plan. To
- [The Tricky Business of Passing Online Assets Along to the Next Generation](https://aegislaw.com/the-tricky-business-of-passing-online-assets-along-to-the-next-generation/) - Have you ever wondered what will happen to your digital assets after your death? From email to social media accounts, online banking to cryptocurrency, it is clear that our digital footprint will continue to grow as technology evolves. Unfortunately, the legislature isn’t keeping pace with the needs of constituents when it comes to estate planning
- [Cool Estate Planning Tools and Technologies to Protect Your Legacy](https://aegislaw.com/cool-estate-planning-tools-and-technologies-to-protect-your-legacy/) - Since its inception, people have debated the usefulness of blockchain technology in our daily lives. However, now that financial planning professionals regularly include digital assets in retirement and estate plans, people not only recognize blockchain’s usefulness; they are looking to the technology to solve problems in the probate and estate planning process. Two of the
- ["Must Haves" Vs. "Nice to Haves" for Your Estate Plan When Starting a Family](https://aegislaw.com/must-haves-vs-nice-to-haves-for-your-estate-plan-when-starting-a-family/) - One of the considerations often left out of the “What To Expect When You’re Expecting” guides for new parents is estate planning. No one likes talking about death especially at such a joyous time. However, just like learning the proper way to care for and nurture your child, estate planning is an important topic to
- [Tammy Repaso Joins AEGIS Law's Estate Planning and Elder Law Practice](https://aegislaw.com/tammyrepasojoinsaegis/) - We are pleased to announce that Tammy Repaso has joined AEGIS law to expand her law practice and ours. Tammy has joined our growing St. Louis, Missouri practice. Tammy is a skilled and empathetic attorney with over 20 years of legal experience. She specializes in helping individuals and their families protect their assets, plan for the aging process,
- [Retirement Rules Changing in 2020](https://aegislaw.com/retirement-rules-changing-in-2020/) - by Tammy Repaso, JD (trepaso@aegislaw.com) People who are saving for retirement—a group that we hope includes all of our clients at AEGIS Law—are having an interesting early 2020. Changes to the law and to IRS rules have made some substantial changes to the rules for retirement savings accounts. Most of those changes are good news
- [What Does the SECURE Act Mean to You?](https://aegislaw.com/secure-act/) - In late December, while most of us were distracted, the president signed the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act was intended to remedy the disappointing fact that only slightly more than half of Americans participate in retirement plans at all and that many of those who do have inadequate savings
- [What Estate Law Protections Can You Put In Place For Children, If They Are Reckless With Money?](https://aegislaw.com/what-estate-law-protections-can-you-put-in-place-for-children-if-they-are-reckless-with-money/) - by Steve Spewak, JD (sspewak@aegislaw.com) When you've worked hard to leave a financial legacy for your children, it's hard to imagine your heirs squandering that legacy after you pass away. But situations like this routinely occur. Sometimes children will use their inheritance to satisfy debts owed to creditors or will be less than responsible with
- [An Estate Planning Opportunity that May Come Only Once](https://aegislaw.com/secure-act-2/) - COVID-19 has brought death and destruction from disease that the United States hasn’t experienced since the Spanish Flu pandemic of more than 100 years ago. It is causing wide spread sickness, and in the case of more than 50,000 instances in this country, the deaths of people ranging from the very young to the very
- [Estate Planning Awareness 2020 - Parent Checklist - COVID-19](https://aegislaw.com/estate-planning-awareness-2020-parent-checklist-covid-19/) - The coronavirus pandemic has made life unpredictable. One day your child is in school and the next day your child is at home doing schoolwork remotely. The health of children and families has become even more uncertain as some schools open for in-person instruction. No one can know for sure whether they will get sick
- [Five Common Mistakes with “DIY” Estate Plans](https://aegislaw.com/secure-act-2-3-2/) - Steven B. Spewak, J.D., LL.M. – Taxation, sspewak@aegislaw.com Tammy D. Repaso, J.D., trepaso@aegislaw.com In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create your own documents all
- [How to Groom the Perfect Successor to Take Over Your Business and Protect Your Legacy](https://aegislaw.com/grooming-the-perfect-person-to-take-over-your-business/) - You’ve spent years building your business, and you want to preserve your legacy when you step away from it. One of the best ways to ensure your business’s continued success is by choosing the right people to take your place—and properly preparing them for the challenges that lie ahead. How can you do that? Here A senior guide to grooming a successor: choose well, mentor and stress-test leaders, and build a succession plan that protects your legacy—quietly, correctly
- [How to Protect your Will from Unhappy Relatives](https://aegislaw.com/secure-act-2-3/) - Steven B. Spewak, J.D., LL.M. – Taxation, sspewak@aegislaw.com Tammy D. Repaso, J.D., trepaso@aegislaw.com Why Updating Your Will Matters More Than Ever Having an updated Last Will and Testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It Protect your will from unhappy relatives: who can contest it, the 4 legal grounds, and smart estate-planning steps to prevent lawsuits and family conflict
- [Captive Insurance Companies: How to Use Them Without Triggering a Brutal IRS Crackdown](https://aegislaw.com/wichernjoinsaegis-2-2-2-2-2/) - What a Captive Insurance Company Is (and Why the IRS Cares) A “captive insurance company” is created when a company decides that rather than paying an insurance company to protect against losses or claims, the company will instead self-insure. To do so, the company often works through a captive manager to create an insurance company Captive insurance companies offer tax benefits, but IRS scrutiny is fierce. Learn the compliance steps to avoid audits, penalties, and a brutal crackdown
- [The Truth About “Tax-Free” Gifts: Gifting Strategies That Backfire on Your Family](https://aegislaw.com/estate-plan-gifting/) - DIY Gifting Can Cost Your Beneficiaries Rather than getting a formal estate plan, individuals often try to on their own to divide assets among their beneficiaries. People usually do so with the best of intentions, but their decisions can end up costing their beneficiaries a fortune. Let’s review some of the most common, and costly, The truth about “tax-free” gifts: avoid costly gifting mistakes with homes, large gifts, minors, and asset splits protect your family with an estate plan.
- [The Truth About Farming Losses and the IRS: Powerful Tax Moves to Avoid Painful Audits](https://aegislaw.com/farming-losses-irs/) - Why Farming Losses Are Drawing IRS Attention According to a 2018 analysis by the U.S. Department of Agriculture, half of all American family farms reported that they lose money each year, and if they do have any positive income, it often comes from financial activities that are off the farm. While many farms are of The truth about farming losses and the IRS: smart tax moves on NOL limits, Schedule F deductions, and CARES Act relief to help avoid painful audits fast.
- [The Entrepreneur's Dilemma: Immortal Visions vs. Mortal Realities](https://aegislaw.com/the-entrepreneurs-dilemma-immortal-visions-vs-mortal-realities/) - Visionaries Who Forget Their Own Exit Strategy Entrepreneurs are a rare breed, visionaries who can map out a startup’s path to global conquest with meticulous precision. They dream big, plan meticulously, and execute relentlessly. Yet, ironically, many of these forward-thinking innovators often neglect to plan for their own inevitable departure from this mortal coil. Is Explore the entrepreneur's dilemma of immortal visions vs mortal realities and why estate planning is essential to protect your legacy and life's work.
- [The Misadventures in the Land of Legal Jargon: An Entrepreneur's Guide to Estate Planning](https://aegislaw.com/the-misadventures-in-the-land-of-legal-jargon-an-entrepreneurs-guide-to-estate-planning/) - Surviving the Land of Legal Jargon Ah, estate planning – a realm where legalese reigns supreme and “wherefore art thou” isn’t just a Shakespearean quote. For many entrepreneurs, venturing into this foreign land of complex terminology and endless paperwork can feel like navigating a labyrinth blindfolded. But fear not, intrepid innovator, for we come bearing Laugh your way through legal jargon with an entrepreneur’s guide to estate planning, demystifying wills, trusts and directives so you can protect your legacy.
- [When Tomorrow Comes: Estate Planning for Those Who Never Sleep](https://aegislaw.com/when-tomorrow-comes-estate-planning-for-those-who-never-sleep/) - The Time-Starved Entrepreneur and Estate Planning Time, that ever-elusive resource, is an entrepreneur’s most valuable asset and greatest nemesis. With a schedule packed tighter than a can of sardines, finding a moment to plan for the unforeseeable future can feel like an impossible feat. Between product launches, investor meetings, and the daily grind of startup Entrepreneurs who never sleep still need estate planning. Learn how to fit “Project Afterlife” into your schedule to protect your legacy and loved ones.
- [Protecting Your Business Legacy: Essential Estate Planning Strategies for Entrepreneurs](https://aegislaw.com/protecting-your-legacy/) - As an entrepreneur, you’ve poured your heart, soul, and countless hours into building your business. But have you considered what will happen to your life’s work when you’re no longer at the helm? Estate planning isn’t just about distributing personal assets; for business owners, it’s a crucial step in ensuring the continuity of your company Protect your business legacy with essential estate planning strategies for entrepreneurs, from succession planning to taxes, trusts and family protection.
- [Integrating Business and Estate Planning: A Unified Approach for Family Wealth](https://aegislaw.com/integrating-business-and-estate-planning-a-unified-approach-for-family-wealth/) - For successful business owners, the artificial separation between business planning and estate planning often creates missed opportunities and unintended consequences. While these disciplines traditionally operate in distinct spheres with different advisors, timing, and objectives, their thoughtful integration yields powerful advantages for family wealth preservation, business continuity, and tax efficiency. A unified approach recognizes that business Integrating business and estate planning creates a unified roadmap that preserves family wealth, supports business continuity and improves tax efficiency
- [Tax-Efficient Business Transitions: Strategies for Preserving Family Wealth](https://aegislaw.com/tax-efficient-business-transitions-strategies-for-preserving-family-wealth/) - Why Business Transitions Matter for Family Wealth Tax-efficient business transitions represent watershed moments for entrepreneurial families—whether through generational succession, management buyouts, or third-party sales. These events crystallize decades of value creation while establishing financial foundations for the next chapter of family life. Yet without careful planning, taxes can significantly erode this accumulated wealth precisely when Tax-efficient business transitions help protect family wealth. Learn strategies to reduce tax drag, preserve business value and support long-term continuity
- [Exit Strategy Planning: Preparing for Business Transitions](https://aegislaw.com/exit-strategy-planning-preparing-for-business-transitions/) - Business exit planning represents far more than transaction preparation. While eventual sale, transfer, or wind-down represents the culmination of entrepreneurial journeys, truly strategic exit planning encompasses years of systematic preparation that enhances business value, expands transaction options, and positions owners for successful post-business lives. The most successful exits reflect comprehensive planning across operational, financial, personal, Exit strategy planning helps business owners enhance value, expand exit options, manage tax and legal risks, and prepare confidently for life after the business.
- [Smart Personal and Business Financial Planning to Build Wealth](https://aegislaw.com/the-intersection-of-personal-and-business-financial-planning/) - For business owners, the artificial separation between personal and business financial planning often creates missed opportunities and unintended consequences. While these domains traditionally occupy distinct spheres with different advisors and separate planning processes, their fundamental interconnection demands more integrated approaches. Business success directly determines personal financial security, while personal financial decisions significantly impact business capital Personal and business financial planning integration helps business owners align wealth, tax, risk and life goals by coordinating decisions across both domains.
- [The AEGIS Podcast: Avoiding Disasters in Business, Interview with Bill Higley, JD](https://aegislaw.com/the-aegis-podcast-interview-with-bill-higley-avoiding-disasters/) - William (Bill) Higley has over thirty years of experience practicing corporate and family estate planning law. His litigation and trial experience includes Federal and state civil matters including complex personal injury and chemical exposure lawsuits. Bill maintains a substantial practice in the areas of trusts, estate planning and taxation, and the licensing of intellectual property.
- [The AEGIS Podcast: Avoiding Tax Minefields When Paying Employees Equity, Interview with Robert Gold](https://aegislaw.com/the-aegis-podcast-avoiding-tax-minefields-when-paying-employees-equity-interview-with-robert-gold/) - Many early stage companies use alternative economics – often equity – to bridge the gap between what they can afford to pay key employees and their compensation demands. However, these often give rise to complicated legal and tax challenges. Join Scott Levine as he interviews AEGIS attorney Robert Gold on the legal, practical and tax implications of compensated
- [The AEGIS Podcast: Interview with Robert Gold, AEGIS Attorney: Marijuana Legalization, Regulation, Financing](https://aegislaw.com/the-aegis-podcast-interview-with-robert-gold-aegis-attorney-marijuana-legalization-regulation-financing/) - Robert Gold is head of the AEGIS Chicago office. He has close to 25 years of experience in structuring and executing transactions on both his own behalf and for a wide variety of primarily middle-market enterprises in healthcare, technology, real estate development, manufacturing and intellectual property. Robert's primary area of expertise involves tax-related issues with a
- [The Art and Science of Keeping Your Corporate Structure Simple](https://aegislaw.com/the-art-and-science-of-keeping-your-corporate-structure-simple/) - Your company’s success depends sensitively its structure. In general, the fewer moving parts, the better. A simple framework allows you to be nimble—to adapt to change; to minimize drama among your people; and to limit your legal risks. Of course, recognizing that you should strive for simplicity is one thing. Actually trimming the metaphorical hedges
- [5 Myths About Blockchain and Startups](https://aegislaw.com/5-myths-about-blockchain-and-startups/) - There is so much hype about blockchain that it can seem like a magic pill for any startup. For sure, blockchain’s endless possibilities present opportunities, but it’s important to separate truth from fiction. Here are some misconceptions about blockchain and startups. Myth #1: Blockchain is a sure-fit for my business You can’t fit a square
- [The Removal of Verified Amazon Reviews Wreaks Havoc on Amazon Sellers and Confuses Buyers](https://aegislaw.com/the-removal-of-verified-amazon-reviews-wreaks-havoc-on-amazon-sellers-and-confuses-buyers/) - Amazon, one of the world’s top ecommerce sites, fights a constant battle against fake reviews posted by sellers trying to give their products a boost. Removing reviews is nothing new for Amazon. The online giant often removes that violate guidelines or that its algorithm flags as potentially problematic. But in Amazon’s latest round of review
- [How to Avoid Legal Problems When Going into Business with Friends or Family](https://aegislaw.com/how-to-avoid-legal-problems-when-going-into-business-with-friends-or-family/) - Starting a new business with a close friend or family member can be a wonderful experience. You likely already have a positive rapport and similar visions regarding your enterprise, otherwise you wouldn’t even consider moving forward. Keeping that positivity going through the ups-and-downs of running a business, though, can be challenging. It can lead to
- [Are You Really Too Busy to Deal with Your Company’s Legal Challenges?](https://aegislaw.com/are-you-really-too-busy-to-deal-with-your-companys-legal-challenges/) - Legal problems can sink even a successful business fast, so it’s never a good idea to ignore them. While sometimes issues can wait, you should always be honest with yourself about whether you’re really “too busy” to deal with them or and if you can truly afford to wait. Here are some guidelines to gauge
- [How and Why Fractional Legal Counsel Became So Popular](https://aegislaw.com/how-and-why-fractional-legal-counsel-became-so-popular/) - Legal issues pop up for every business, but does your business need to hire a full-time, in-house attorney to handle them? For many enterprises, especially small businesses, sporadic legal needs don’t justify the cost of keeping a lawyer on staff all the time, and cost savings is one big reason “fractional legal counsel” is becoming
- [How Your Business Can Handle Changes in Marijuana Law in 2018](https://aegislaw.com/how-your-business-can-handle-changes-in-marijuana-law-in-2018/) - All businesses must continually adapt to new legislation, but marijuana businesses have to be especially vigilant, with legality of their product itself in limbo. Raising capital, finding and retaining skilled workers, handling banking and payments—these are all issues that may be affected by federal and state legislation. On the federal level, we’ve already seen
- [How and Why to Create Readable Legal Documents for Your Start-Up](https://aegislaw.com/how-and-why-to-create-readable-legal-documents-for-your-start-up/) - The definition of legalese—“the specialized language of the legal profession”—may make for the good set-up to a punchline, but there’s nothing funny about having a bunch of undecipherable legal documents for your start-up. Let’s discuss why and how clear documents can be such an advantage. When dealing with contracts, using jargon just for the sake
- [Dos and Don’ts for Resolving a Major Dispute with a 50/50 Co-Owner](https://aegislaw.com/dos-and-donts-for-resolving-a-major-dispute-with-a-50-50-co-owner/) - You’ve been working hard at building a successful business with your 50/50 co-owner, but then, suddenly, an issue pops up and you just can’t agree on the solution. You realize how serious the situation could become—your company could even fail if you can’t come to some resolution. Here are some dos and don’ts to follow
- [Wild and Creative Ways Entrepreneurs Are Using Blockchain Technology](https://aegislaw.com/wild-and-creative-ways-entrepreneurs-are-using-blockchain-technology/) - Blockchain technology has exploded over the past several years, and it’s gone way beyond use as the system underlying cryptocurrency Bitcoin. While some of these applications still revolve around the concept of digital cash—such as Ubiquicoin—others are operating truly outside the money box. Here’s a look at a few of the wild and creative ways
- [Accusations of Bitcoin Manipulation:  What Blockchain Entrepreneurs Need to Know](https://aegislaw.com/accusations-of-bitcoin-manipulation-what-blockchain-entrepreneurs-need-to-know/) - In June 2018, University of Texas researchers shed light on what may be the true reason behind the remarkable bull run of Bitcoin in 2017. The researchers concluded that Bitfinex used Tether, a cryptocurrency, to inflate and stabilize bitcoin prices: “Tether [was] used to provide price support and manipulate cryptocurrency prices.” In times of low
- [How to Enshrine Your Values in Your Organization Before You Hand Over the Reins](https://aegislaw.com/how-to-enshrine-your-values-in-your-organization-before-you-hand-over-the-reins/) - Perhaps you’re thinking of selling a firm or simply handing the keys to a new leader. Before you do so, let’s take a minute to discuss how to protect the core values of your business. Because values have value. And it’s worth protecting them—so they continue, even after you’ve stepped away. 1. Choose your successor
- [4 Brilliant Paul Graham Quotes and How to Apply Them in Your Company](https://aegislaw.com/4-brilliant-paul-graham-quotes/) - “Make Something People Want.” —Paul Graham Paul Graham is a computer scientist, entrepreneur and one of the founders of Y Combinator, an investment company that provides seed funding and mentorship to startup companies. Paul lives out the Y Combinator philosophy of making something people want, by speaking and writing informative essays about startups and business
- [A Quick and Dirty Intro to Blue Ocean Strategy](https://aegislaw.com/a-quick-and-dirty-intro-to-blue-ocean-strategy/) - In the past, you could only hear your favorite radio personality on the AM/FM dial, and you had to hail a taxi to your next destination when you flew into a new city. Then Sirius XM satellite radio and Uber entered the marketplace, obliterating expectations and creating entirely new markets in their wake. These companies
- [The Most Extreme and Ridiculous Quotes about Blockchain (And Where the Technology Is Actually Headed)](https://aegislaw.com/the-most-extreme-and-ridiculous-quotes-about-blockchain-and-where-the-technology-is-actually-headed/) - “The horse is here to stay, but the automobile is only a novelty—a fad.” —A 1903 bank president still turning over in his grave today Whenever there are technological improvements, there also are naysayers who doubt their efficacy. The same is true when it comes to blockchain and cryptocurrency. As skeptics continue to predict blockchain’s
- [South Dakota V. Wayfair & What It Means for Your Business](https://aegislaw.com/south-dakota-v-wayfair-what-it-means-for-your-business/) - If you’re curious about the recent South Dakota v. Wayfair Decision and it’s repercussions, we have all of the information that you’ll need to adapt to new policies surrounding economic nexus, cross-border taxation, and more. Attend our upcoming educational breakfast on October 2 to gain insight on changes to state and local taxation laws, resulting
- [Changing Horses Midstream: Legal Perils When a Merger Roils the C Suite](https://aegislaw.com/changing-horses-midstream-legal-perils-when-a-merger-roils-the-c-suite/) - A merger of two companies can be a smart competitive growth strategy. But when you combine two companies, you also join the people of two companies. Don’t let these possible stumbling blocks slow you down. The Human Factor While the deal makers of an acquisition may only be concerned with the new organization’s strategic and
- [Webinar: AEGIS Law and Brown Smith Wallace: Fraud in Small Businesses What's Occurring and How to Prevent it](https://aegislaw.com/webinar-aegis-law-and-brown-smith-wallace-fraud-in-small-businesses-whats-occurring-and-how-to-prevent-it/) - Occupational fraud is a threat to organizations of all sizes and industries. According to the 2018 study released by the Association of Certified Fraud Examiners (ACFE), occupational fraud costs organizations an estimated 5 percent of their annual revenue. Smaller businesses (those with fewer than 100 employees) typically experienced both the greatest percentage of fraud cases
- [Don’t Mindlessly Copy Other Businesses’ Successes: A Crash Course in Survivorship Bias](https://aegislaw.com/dont-mindlessly-copy-other-businesses-successes-a-crash-course-in-survivorship-bias/) - Apple. Google. Microsoft. Facebook. Virgin. To succeed in business, we need to study the people and businesses that were successful before us, right? This is the cult of the successful entrepreneur and yes, we can learn from them. But when we focus on the companies and personalities who succeeded, we’re missing what brought down all
- [Preparing to Buy an E-commerce Business](https://aegislaw.com/preparing-to-buy-an-e-commerce-business/) - So, you want to buy an e-commerce business. It’s an exciting new horizon, with much potential for growth. But you need to make sure you’re prepared before you buy. Research, Research, Research Ensure that you understand the platform and marketplace where you’ll be conducting business. Familiarize yourself with how it works for both consumers and
- [New Year, New Industry: Medical Marijuana Comes to Missouri](https://aegislaw.com/medicalmarijuanacomestomissouri/) - Medical Marijuana will debut in Missouri in 2019. Opportunities abound for Missouri entrepreneurs and outside investors to form businesses that take advantage of this new, highly-regulated field. New Article XVI of the Missouri Constitution creates five types of business ventures for the provision of medical marijuana services: Cultivation Facilities, Dispensary Facilities, Marijuana-Infused Products Manufacturing Facilities,
- [Setting Up Shop: Where to Locate Your Medical Marijuana Business](https://aegislaw.com/medicalmarijuanacomestomissouri-3/) - Everyone knows the three rules of real estate: location, location, location. The same rules apply to a prospective Missouri medical marijuana business, be it a Cultivation Facility, Dispensary Facility, Marijuana-Infused Products Manufacturing Facility, Testing Facility, or Transportation Provider. Knowing where to set up shop should be the first order of business. New Article XVI, Section
- [You're Operating a Business – Do You Need to Form a Business Entity?](https://aegislaw.com/isllcrightchoice-2-2-2/) - Assuming you’re starting a new business and are not one of the lucky few that achieve a $1 billion+ exit less than a year after obtaining financing, resources are likely to be tight at the outset of your new endeavor. You’re likely bootstrapping your company and you don’t want to commit your limited resources to
- [Timing for Missouri Medical Marijuana (No, It’s Not 4/20)](https://aegislaw.com/medicalmarijuanacomestomissouri-4/) - Many entrepreneurs interested in Missouri’s new medical marijuana law are asking themselves, “When does the law take effect?”. The answer is, it already has. But there are several other deadlines that enterprising businesspersons and investors should know about. New Article XVI, Section 1 of the Missouri Constitution, entitled “Right to Access Medical Marijuana,” took effect
- [Is an LLC the Right Choice?  (Part 1 of 2)](https://aegislaw.com/isllcrightchoice-2/) - You've Decided You Need to Form a Liability-Limiting Business Entity – Is an LLC the Right Choice? (Part 1 of 2) Another in a series of posts about legal issues that arise for early-stage businesses. Previously: If you've decided you need to form a liability-limiting business entity, your next question will likely be "which entity
- [Is an LLC the Right Choice?  (Part 2 of 2)](https://aegislaw.com/isllcrightchoice/) - You've Decided You Need to Form a Liability-Limiting Business Entity – Is an LLC the Right Choice? (Part 2 of 2) What are the Organizational Documents for an LLC? There are primarily two documents that govern an LLC: the Certificate/Articles of Formation and the Operating Agreement/Limited Liability Company Agreement. Some states call the first document
- [Proposed Nevada Law Takes Life and Death Decision Away From Individuals and Gives Decision to Doctors](https://aegislaw.com/nevada-tax-decision/) - By Norman S. Newmark, JD, LLM AEGIS Law Under a proposed Nevada law, patients and their health care attorneys-in-fact will no longer have control over whether to continue patient life support, if doctors deem such treatment “not effective” or against medical standards. A copy of the bill can be found at https://www.leg.state.nv.us/App/NELIS/REL/80th2019/Bill/6331/Text. The bill, if
- [The Virtue of Responsiveness](https://aegislaw.com/the-virtue-of-responsiveness-by-scott-levine/) - by Scott Levine (slevine@aegislaw.com) In today’s fast-moving world, businesses that want to remain competitive must develop a culture of responsiveness. A responsive organization is one that adapts to change quickly and responds rapidly to customer demands, valuable opportunities, or even new laws that may affect the customer experience. Unfortunately, responsiveness eludes too many businesses. Take
- [You've Formed a Liability-Limiting Business Entity – Are You Protected?](https://aegislaw.com/isllcrightchoice-2-2/) - You’ve Formed a Liability-Limiting Business Entity – Are You Protected? Another in a series of posts about legal issues that arise for early-stage businesses. You’ve formed a liability-limiting business entity and now expect to reap the benefits of knowing that only those funds, resources and properties committed to the business are accessible by potential creditors.
- [Understanding Cost-Drivers of Attorney Fees in Mergers & Acquisitions](https://aegislaw.com/understanding-cost-drivers-of-attorney-fees-in-mergers-acquisitions/) - By Rochelle Walk (bio), Manager, Tampa AEGIS Law When faced with a merger, acquisition, sale or other complex business transaction, some clients can be intimidated by attorney fees along the way: They see billable hours rack up, but they don’t understand what’s driving these costs. However, attorney fees during mergers and acquisitions (M&A) don’t have
- [New Missouri Medical Marijuana Regulations Part I: A Peek Behind the Curtains](https://aegislaw.com/new-missouri-medical-marijuana-regulations-part-i-a-peek-behind-the-curtains/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) The Missouri Department of Health and Senior Services last week released draft regulations for medical marijuana facilities generally, as well as specific regulations for cultivation, marijuana-infused product manufacturing, and dispensary facilities specifically (19 CSR 30-95.040, .050, .060, and .080, respectively). They can be downloaded at: https://health.mo.gov/safety/medical-marijuana/draft-rules.php (last checked
- [Farm to Joint: Missouri Medical Marijuana’s “Local Sourcing” Requirements](https://aegislaw.com/medicalmarijuanacomestomissouri-2/) - Missouri’s new medical marijuana industry is intended to be home grown, both literally and figuratively. Several features of the new state constitutional provision require (or limit, depending on your perspective) medical marijuana businesses to have strong Missouri roots. First, all medical marijuana sold in Missouri is required to be cultivated in Missouri. Second, all marijuana-infused
- [New Missouri Medical Marijuana Regulations Part II: The Evaluation Criteria + Testing](https://aegislaw.com/medicalmarijuanapartii/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) The Missouri Department of Health and Senior Services has released additional draft regulations. These apply to Facility Evaluation Criteria (19 CSR 30-95.020(4)) and Testing Facilities (19 CSR 30-95.070). They can be downloaded at: https://health.mo.gov/safety/medical-marijuana/draft-rules.php (last checked April 2, 2019). The Facility Evaluation Criteria are critical for anyone interested
- [An M&A Mantra For The Ages: Clear Communication Unlocks A Successful Deal](https://aegislaw.com/mergers-and-acquisitions-clear-communication/) - By Rochelle Walk (bio), Manager, Tampa AEGIS Law Some mergers, like JP Morgan Chase or ExxonMobil, are so successful that we can’t remember a time when the companies were distinct. Unfortunately, however, those mergers are the exception, not the rule. Typically, 70% to 90% of all M&A transactions fail. Why? Although there are many contributing factors
- [Location and Leasing Terms for Cannabis Businesses](https://aegislaw.com/locationandleasingtermsforcannabisbusinesses-2/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) Securing the location for your cannabis-based business is one of the most important boxes to check when setting up your medical marijuana dispensary, manufacturing facility, or cultivation facility. If you haven’t secured a location yet, you need to quickly. Missouri requires applicants to state whether they have “a
- [Arbitration for Cannabis Business Disputes](https://aegislaw.com/arbitration/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) The movement to shift business disputes from courts to private arbitration services has been increasing in the United States for many years. Arbitration can be useful to resolve cannabis-related business disputes, especially ones that would otherwise land in Federal courts. Businesses of all kinds may choose to include
- [The Power of Results](https://aegislaw.com/the-virtue-of-responsiveness-by-scott-levine-2/) - by Scott Levine (slevine@aegislaw.com) Business leaders often leave no stone unturned in searching for theoretical principles to guide them in structuring their processes and running their organizations. But sometimes even the most logical and sound business theories don’t pan out as expected. Sales may stagnate, valued employees may leave, and your competition may continue to
- [Storm Damage Insurance Claim: Simple Steps to Protect Your Payout](https://aegislaw.com/making-your-claim-navigating-the-insurance-process/) - Dispute Resolution // Insurance Briefing Making Your Claim: Navigating the Insurance Process How to file your storm damage claim strategically—not casually—and protect your assets from institutional undervaluation. By the time a property owner reaches the point of filing an insurance claim, the storm is long over—but the real professional battle is just beginning. In our Storm damage insurance claim? File strategically, document everything, and challenge undervaluation so your insurer can’t control the narrative or cut your payout
- [The Hidden Costs of Unpreparedness: Why Your Business Should Always Be Sale-Ready ](https://aegislaw.com/always-be-sale-ready/) - This article was written by Scott Levine. If you’d like to schedule a time to speak with Scott, click here. In the dynamic world of business, opportunities can arise when least expected. Whether it’s an unsolicited offer from a larger competitor, interest from a private equity firm, or a chance to merge with a complementary Learn the hidden costs of being unprepared to sell and why keeping your company a sale-ready business boosts valuation, reduces risk and attracts buyers.
- [Legal Facepalms: 5 Ways Your Growing Company Might Accidentally Break the Law](https://aegislaw.com/legal-facepalms/) - This article was written by Scott Levine. If you’d like to schedule a time to speak with Scott, click here. Oops, We’re Successful – Now What?” – Understanding Growth Risks As companies scale from scrappy startups to serious contenders, they often stumble into a legal minefield that can make success feel like stepping on a Discover five common legal mistakes growing companies make—from IP protection to data privacy—and learn strategies to stay compliant and avoid costly lawsuits.
- [Your Company's Secret Sauce is Leaking: A Survivor's Guide to IP Protection in the Age of 'Copy-Paste](https://aegislaw.com/secret-sauce-leaking/) - This article was written by Scott Levine. If you’d like to schedule a time to speak with Scott, click here. Last month, a founder called me in a panic. His company’s revolutionary AI algorithm – two years of work and millions in investment – had been leaked online. While we managed to contain the damage, Protect your company’s secret sauce from copy-paste leaks with modern IP protection strategies that safeguard data, preserve advantage, and fuel growth.
- [The Corporate Transparency Act is back… or is it? What You Need to Know and How to Stay Compliant](https://aegislaw.com/cta-webinar/) - The Corporate Transparency Act: What You Need to Know and How to Stay Compliant The “I haven’t had my coffee” abbreviated version: The Corporate Transparency Act (CTA) requires businesses to disclose their beneficial ownership information (BOI) to FinCEN. Penalties for noncompliance can reach $10,000 and up to two years in prison for willful violations. Don’t Stay ahead of the Corporate Transparency Act. Learn who must file beneficial ownership reports, key deadlines, and how to keep your business compliant
- [The Evolution of Smart Contracts: How AI is Reshaping Legal Automation](https://aegislaw.com/blockchain-january-1/) - The legal industry stands at a transformative crossroads where artificial intelligence and blockchain technology are fundamentally reshaping how we approach contract creation and management. This evolution, which we’ve termed “Smart Contracts 2.0,” represents more than just technological advancement – it marks a paradigm shift in how legal professionals conceptualize and execute agreements. Beyond Traditional Smart Explore how AI-enhanced smart contracts are transforming legal automation, cutting disputes, and helping law firms design smarter, adaptive agreements.
- [Welcome to AEGIS Law, John and Mike Gunn](https://aegislaw.com/john-and-mike-gunn-join-aegis-law/) - AEGIS Law is thrilled to announce the addition of John Gunn and Michael P. Gunn to our firm, marking a significant expansion of our estate planning, probate, and trust litigation capabilities. This father-son duo brings an extraordinary combination of leadership experience and specialized legal expertise that will enhance our ability to serve clients across the
- [Building Strategic Investor Relationships: The Foundation of Successful Fundraising](https://aegislaw.com/baseic-strategic-investor-relationships/) - The landscape of venture capital fundraising has fundamentally shifted over the past decade. While pitch deck perfection and compelling metrics remain important, the most successful fundraising efforts increasingly rely on something more fundamental: relationships built well before capital is needed. Through our extensive experience guiding companies through the fundraising process, we’ve observed clear patterns that Learn how strategic investor relationships power successful venture capital fundraising, from timing and updates to avoiding pitfalls and earning VC trust.
- [The Modern Law Firm: Why Separating Legal Excellence from Business Operations Creates Success](https://aegislaw.com/modern-lawfirm/) - In today’s evolving legal landscape, law firms face a critical challenge: how to maintain exceptional legal services while running an efficient business operation. At AEGIS Law, we discovered that the solution lies in recognizing a fundamental truth – the skills that make an outstanding attorney don’t necessarily translate to running a successful business operation. This Discover how AEGIS Law’s modern law firm model separates legal excellence from business operations, boosting growth, attorney satisfaction, and client service.
- [Term Sheet Mastery: Structuring Deals That Stand the Test of Time](https://aegislaw.com/term-sheet-mastery/) - The impact of early-stage deal terms extends far beyond the initial funding round. Through decades of facilitating venture deals, we’ve observed how seemingly standard terms can significantly influence a company’s trajectory years after signing. Understanding these long-term implications is crucial for both founders and investors. The Evolution of Venture Deal Terms The venture capital landscape Deal terms that are thoughtfully structured help founders and investors balance protection, flexibility and future funding across multiple venture rounds.
- [The Evolving Landscape: 2025 M&A Trends Shaped by Technology](https://aegislaw.com/the-evolving-landscape-2025-ma-trends-shaped-by-technology/) - The Evolving Landscape: 2025 M&A Trends Shaped by Technology Introduction: A Technology-Driven Transformation The mergers and acquisitions landscape is experiencing a fundamental transformation, driven by technological innovation and changing market dynamics. As we progress through 2025, several key trends are reshaping how deals are conceived, executed, and integrated, with artificial intelligence playing an increasingly central 2025 M&A trends show how AI, ESG analysis, deal rooms and predictive valuation are reshaping transaction strategy, risk and integration for buyers worldwide.
- [Strategic Growth in Legal Services: Building a National Presence While Maintaining Culture](https://aegislaw.com/strategic-growth-in-legal-services-building-a-national-presence-while-maintaining-culture/) - The story of AEGIS Law‘s expansion from a St. Louis startup to a national presence offers valuable lessons about growth in the legal industry. Our journey demonstrates that geographic expansion doesn’t have to come at the cost of culture or client service quality. A Different Model for Strategic Growth in Legal Services For attorneys considering national presence in legal services can grow without sacrificing culture, as AEGIS Law shows by expanding strategically while preserving client service quality
- [Executive Orders Under the New Trump Administration: What Entrepreneurs and Businesses Need to Know](https://aegislaw.com/executiveorders/) - The Proliferation of Executive Orders Within the initial thirty days of his return to leadership, President Donald Trump has authorized an extraordinary number of Executive Orders—exceeding 70 in total. This quantity significantly surpasses his closest rival, President Biden, who endorsed approximately half that amount during his complete first quarter in office. These authorizations have encompassed Executive Orders under the new Trump administration are rapidly reshaping the regulatory landscape; learn what entrepreneurs and businesses must do to adapt.
- [Exciting News: AEGIS Law Strengthens Its Technology Team with the Addition of Bill Main](https://aegislaw.com/exciting-news-aegis-law-strengthens-its-technology-team-with-the-addition-of-bill-main/) - At AEGIS Law, we believe that technology isn’t just a support function—it’s a strategic enabler of exceptional client service and lawyer productivity. As the legal profession continues to evolve, we’re committed to investing in the tools, processes, and talent that keep our attorneys—and our clients—ahead of the curve. Welcoming IT Coordinator Bill Main Today, we’re AEGIS Law welcomes IT Coordinator Bill Main to strengthen technology support, automate workflows, enhance security, and elevate client service firmwide.
- [Welcome to AEGIS Law, Andrew DiPaolo](https://aegislaw.com/welcome-to-aegis-law-andrew-dipaolo/) - AEGIS Law is thrilled to announce that Andrew T. DiPaolo has joined our firm, bringing a distinctive blend of entrepreneurial insight and legal expertise that will significantly enhance our business law capabilities. Andrew brings over 16 years of business experience in the energy industry, where he developed critical midstream infrastructure, traded commodities, and originated complex Andrew DiPaolo joins AEGIS Law, bringing 16 years of energy industry experience and six years of business-focused legal practice to serve entrepreneurs.
- [AI-Powered Due Diligence: The Future of M&A Has Arrived](https://aegislaw.com/ai-powered-due/) - AI-Powered Due Diligence: The Future of M&A Has Arrived The landscape of mergers and acquisitions has undergone a dramatic transformation in recent years, driven by the integration of artificial intelligence into the due diligence process. At AEGIS Law, we’ve witnessed firsthand how this technological revolution is reshaping not just the speed of deal execution, but due diligence in M&A is being transformed by AI, enabling faster contract review, deeper risk insights, and smarter deal decisions for buyers and sellers.
- [Blockchain in Legal Practice: Revolutionizing Contract Management](https://aegislaw.com/blockchain-in-legal-practice/) - Blockchain in Legal Practice: Revolutionizing Contract Management The legal profession is witnessing a fundamental transformation in how contracts are managed, stored, and executed, thanks to blockchain technology. This shift isn’t just about digital storage – it’s about creating an entirely new paradigm for contract management that offers unprecedented levels of security, transparency, and efficiency. The contract management is being transformed by blockchain in legal practice, delivering immutable records, automation, security, and transparent compliance.
- [Executive Orders Under the New Trump Administration: What Entrepreneurs and Businesses Need to Know](https://aegislaw.com/executive-orders-under-the-new-trump-administration-what-entrepreneurs-and-businesses-need-to-know/) - What if I told you that some of our best legal strategies were conceived while listening to Bob Marley? Or that a Bruce Springsteen song perfectly captures the entrepreneurial spirit that built our firm? At AEGIS Law, we believe great legal work requires more than technical expertise—it demands emotional intelligence, timing, and authenticity. Just like Executive orders under the new Trump administration are reshaping regulations, taxes, and compliance. Learn what entrepreneurs and businesses need to know.
- [AEGIS Law Secures $1 Million Jury Verdict for Homeowners in Historic Roof Insurance Dispute](https://aegislaw.com/aegis-law-secures-1-million-jury-verdict-for-homeowners-in-historic-roof-insurance-dispute/) - AEGIS Law Secures $1 Million Jury Verdict for Homeowners in Historic Roof Insurance Dispute In a five-day jury trial before Judge Henry E. Autrey in the United States District Court for the Eastern District of Missouri, AEGIS Law secured a $1 million verdict on behalf of homeowners whose historic clay tile roof was damaged by AEGIS Law secures a $1 million jury verdict in a historic roof insurance dispute, protecting homeowners and reaffirming policyholder rights in Missouri.
- [Burned Out by Law Firm Ownership? Lighten Your Load Today](https://aegislaw.com/the-300-pound-backpack-why-owning-your-law-firm-may-be-killing-your-practice/) - The Weight You Don’t See I carried a three-hundred-pound backpack for years. It wasn’t literal—it was the invisible weight of ownership. Payroll, rent, technology, HR, marketing, collections, and client work—all on my shoulders. Like most founders, I convinced myself that owning my firm meant I was “free.” But freedom isn’t about control; it’s about focus. Many lawyers think firm ownership equals freedom. In reality, it often steals time, health, and joy. Here’s how to set the backpack down.
- [Before You Buy – Pre-Purchase Inspections That Protect You Later](https://aegislaw.com/before-you-buy-pre-purchase-inspections-that-protect-you-later/) - Buying a home is a milestone moment, but it’s also a long-term investment that depends on one thing above all else — knowing exactly what you’re buying. In my twenty-plus years handling insurance disputes for homeowners and contractors, I’ve seen one consistent pattern: people who document and understand the condition of their property before a Learn how detailed pre-purchase inspections and property documentation protect homeowners during storm damage insurance claims.
- [The Time Thief: How Administrative Work Steals Your Life and Your Practice](https://aegislaw.com/the-time-thief-how-administrative-work-steals-your-life-and-your-practice/) - The Thief You Don’t See Coming When I started my firm, I thought time was my most precious asset. I tracked it. I billed it. I protected it. What I didn’t realize was how much of it I was silently giving away. I wasn’t losing hours to laziness—I was losing them to administration. Emails, invoices, Most lawyers lose nearly half their working hours to administrative tasks. The result isn’t just lower revenue—it’s a quiet theft of focus, purpose, and joy.
- [The Legal Technology Paradox: Why More Tools Don’t Mean More Time](https://aegislaw.com/the-legal-technology-paradox-why-more-tools-dont-mean-more-time/) - The Illusion of Efficiency For years, I was convinced that technology would save me. Every new platform promised freedom: faster billing, automated intake, instant communication, perfect document management. So I bought them all. At one point, I had eight different subscriptions—each solving a sliver of a problem but none working together. Instead of simplifying my Lawyers keep buying technology to save time—yet most end up working longer hours than ever. The problem isn’t the tools. It’s the system behind them.
- [DUE DILIGENCE: FOUNDATION FOR SUCCESSFUL M&A TRANSACTIONS](https://aegislaw.com/due-diligence-foundation-for-successful-ma-transactions/) - In today’s complex business environment, comprehensive due diligence serves as the cornerstone of successful M&A transactions. After two decades of guiding clients through acquisitions and mergers, I’ve observed that thorough due diligence consistently separates successful transactions from problematic ones. This critical phase establishes the factual foundation upon which all subsequent deal decisions are built. The Learn how strategic M&A due diligence uncovers risks, validates value, and creates a roadmap for successful post-merger integration.
- [AI Won’t Replace Lawyers — But Lawyers Using AI Will Replace Lawyers Who Don’t](https://aegislaw.com/ai-wont-replace-lawyers-but-lawyers-using-ai-will-replace-lawyers-who-dont/) - The Fear That Misses the Point Every few years, a new technology emerges that’s supposed to end the practice of law. First it was e-discovery. Then automation. Now it’s AI. And every time, the story’s the same: fear, resistance, and finally—evolution. When ChatGPT exploded onto the scene, the panic was predictable. Lawyers wondered if their Artificial intelligence won’t end legal careers—it will amplify the ones that embrace it. Here’s how forward-thinking lawyers are using AI to work smarter, not harder.
- [Strategic Business Structuring: Foundations for Family Enterprise Success](https://aegislaw.com/strategic-business-structuring-foundations-for-family-enterprise-success/) - Introduction: Strategic Business Structuring for Family Enterprises Business structure decisions represent some of the most consequential choices entrepreneurs and family enterprises make. While these decisions often begin with routine considerations of liability limitation and basic tax planning, truly strategic structuring encompasses a much broader perspective—one that integrates business operations, income tax savings, family dynamics, wealth Strategic business structuring builds foundations for family enterprise success by aligning operations, tax, governance and succession across generations.
- [EFFECTIVE NEGOTIATION STRATEGIES FOR M&A DEALS](https://aegislaw.com/effective-negotiation-strategies-for-ma-deals/) - The negotiation phase represents the crucible in which M&A transactions are shaped, tested, and ultimately forged. While financial models and strategic analyses provide the foundation, negotiation skill often determines whether a deal reaches completion and on what terms. After years guiding clients through complex transactions, I’ve observed that certain negotiation approaches consistently lead to better Learn practical M&A negotiation strategies to manage risk, structure better terms, and create lasting value in your deals.
- [The Partnership Track Is Broken — Here’s What Should Replace It](https://aegislaw.com/the-partnership-track-is-broken-heres-what-should-replace-it/) - The Myth of Arrival For years, partnership was the dream. The brass ring. The validation. The reward for surviving long hours, long odds, and longer commutes. When I started practicing, the path was clear: work hard, stay late, bring in business, and maybe—just maybe—your name would end up on the door. But here’s the truth For decades, partnership was the pinnacle of success in law. But today, it’s a finish line few want to cross. Here’s why the model is broken — and what a better future looks like.
- [The Supported Practice Model — Law Firm Evolution for the Modern Attorney](https://aegislaw.com/the-supported-practice-model-law-firm-evolution-for-the-modern-attorney/) - The Problem Isn’t You If you’re a lawyer who’s exhausted, it’s not because you’re weak — it’s because you’re doing two jobs. You’re trying to be a lawyer and a business owner. Those are not the same skill set. For years, the profession told us that if we wanted autonomy, the only path was ownership. Lawyers don’t need to own firms to find freedom—they need support systems that let them practice law, not run a business. Here’s how the supported practice model changes everything.
- [VALUATION APPROACHES IN TODAY'S UNCERTAIN MARKETS](https://aegislaw.com/valuation-approaches-in-todays-uncertain-markets/) - Accurate valuation remains both an art and a science – particularly in today’s environment of economic uncertainty, rapid technological disruption, and evolving business models. The challenge for M&A participants extends beyond simply arriving at a number; it involves developing a valuation framework that acknowledges market realities while accommodating divergent perspectives between buyers and sellers. The Valuation approaches in today's uncertain markets help buyers and sellers bridge valuation gaps by balancing data-driven analysis with real-world risk.
- [The Death of Geographic Limitations in Legal Practice](https://aegislaw.com/the-death-of-geographic-limitations-in-legal-practice/) - The World Got Bigger—and Smaller Not long ago, your ZIP code defined your law practice. Clients came from your city, your referrals came from your bar association, and your reputation stopped at the county line. Then the world changed. Remote hearings, digital filings, and video consultations erased geography almost overnight. The lawyers who adapted didn’t The future of law is borderless. Technology, remote work, and flexible firm models have freed lawyers from geography—creating opportunity for those willing to adapt.
- [Money Talk — What Lawyers Actually Take Home (and Why Most Have It Backward)](https://aegislaw.com/money-talk-what-lawyers-actually-take-home-and-why-most-have-it-backward/) - The Money Mirage Ask most lawyers how much they make, and you’ll get a confident answer. But ask them how much they *keep* after overhead, taxes, staff, and stress—and the room gets quiet. When I started my own firm, I thought owning the business meant owning my income. It didn’t. It meant I was the Most lawyers overestimate what they earn and underestimate what they give up to earn it. Let’s talk about what success really costs—and how to measure it differently.
- [DEAL STRUCTURE INNOVATIONS: CREATING WIN-WIN TRANSACTIONS](https://aegislaw.com/deal-structure-innovations-creating-win-win-transactions/) - The art of structuring M&A transactions has evolved significantly over the past decade. Beyond the traditional binary choice between stock and asset deals, today’s most successful transactions often incorporate innovative structural elements that address specific objectives, mitigate particular risks, and align incentives among various stakeholders. These creative approaches can transform seemingly intractable negotiation positions into Deal structure innovations in M&A create win-win transactions by using creative terms to manage risk, align incentives and move stalled negotiations forward.
- [Multi-Generational Planning for Family Businesses: Preserving Legacy and Value](https://aegislaw.com/multi-generational-planning-for-family-businesses-preserving-legacy-and-value/) - Few accomplishments match the creation of a successful family business that sustains multiple generations. Yet statistics reveal the daunting challenges of multigenerational business preservation—approximately 30% survive to the second generation, 12% to the third, and only 3% to the fourth generation or beyond. These sobering figures reflect not primarily market challenges or competitive pressures, but family business leaders can use planning, governance, and succession strategies to preserve enterprise value, family relationships, and lasting legacy.
- [M&A Regulatory Compliance: How to Avoid Costly Delays and Deal-Killing Surprises](https://aegislaw.com/regulatory-compliance-in-ma-navigating-the-complex-landscape/) - Corporate Law // M&A Briefing Regulatory Compliance in M&A: Navigating the Complex Landscape Managing transaction momentum and preserving value amidst expanded regulatory authority and heightened enforcement priorities. The regulatory landscape surrounding mergers and acquisitions has entered a period of unprecedented complexity. Today’s transactions face scrutiny from a multi-mandate array of regulators, demanding that sophisticated practitioners Regulatory compliance in M&A means navigating a complex landscape of antitrust, foreign investment, data and other rules while preserving key deal value.
- [Real Estate Ownership for Business Owners: Simple Structures That Shield Wealth and Cut Taxes](https://aegislaw.com/strategic-real-estate-ownership-planning-approaches-for-business-owners/) - Real Estate Law // Strategic Briefing Strategic Real Estate Ownership for Business Owners Integrating business operations, tax considerations, and wealth transfer goals through purposeful real estate planning. Real estate assets play a distinctive role in many business owners’ financial portfolios, often serving as the physical foundation for operations while simultaneously providing diversification and long-term investment real estate planning helps business owners protect assets, reduce taxes, and structure ownership, financing and succession strategies for long-term wealth.
- [Cross-Border M&A: Essential Considerations for International Deals](https://aegislaw.com/cross-border-ma-essential-considerations-for-international-deals/) - Corporate Growth // M&A Briefing Navigating the Complexity of Cross-Border Transactions As global markets become increasingly interconnected, dealmakers must navigate a maze of legal, tax, cultural, and operational considerations that transcend borders. Strategic Foundations for International M&A Effective cross-border M&A begins with clear strategic foundations. Before pursuing international targets, acquirers must define specific objectives, such Cross-border M&A: essential considerations for international deals today, covering strategy, culture, legal, tax and operational planning across markets.
- [Business Risk Management Through Strategic Structuring](https://aegislaw.com/business-risk-management-through-strategic-structuring/) - Practice Management // Insights Business Risk Management Through Strategic Structuring Every successful business navigates an increasingly complex landscape of risks—from operational hazards and competitive threats to litigation exposure and regulatory compliance. Systematic Assessment of Business Risk Exposure The starting point for effective business risk management involves a systematic assessment of exposure across multiple dimensions. This Strategic structuring helps businesses manage risk by integrating entity design, governance, contracts, and operations for stronger, comprehensive protection.
- [Post-Merger Integtation: Keys to Realizing Transaction Value](https://aegislaw.com/post-merger-integration-keys-to-realizing-transaction-value/) - The true success of an M&A transaction ultimately depends on effective post-merger integration (PMI). While signing and closing represent significant milestones, they merely create the potential for value creation. Translating that potential into actual shareholder returns requires disciplined integration planning and execution. After observing numerous transactions over my career, I’ve found that certain integration approaches Post-merger integration is the key to realizing transaction value, turning deals into real shareholder returns through disciplined planning and execution.
- [Integrated Charitable Planning for Business Owners](https://aegislaw.com/integrated-charitable-planning-for-business-owners/) - Legacy // Business Philanthropy Strategic Charitable Planning for Business Owners Aligning personal values with sophisticated tax and business strategies to create powerful planning possibilities. For business owners, charitable planning represents a unique opportunity to align personal values with sophisticated tax and business strategies. Beyond philanthropy’s inherent social benefits, thoughtfully structured charitable approaches create powerful planning Charitable planning helps business owners align values, reduce taxes, and integrate philanthropy with business, estate, and legacy strategies for impact.
- [Case Study: The $85M Middle-Market Cross-Border Acquisition](https://aegislaw.com/case-study-the-85m-middle-market-cross-border-acquisition/) - Strategic Report // Business & Corporate The $85M Middle-Market Cross-Border Acquisition I. Executive Summary: The Transactional Thesis In the contemporary global economy, middle-market enterprises often encounter a specialized inflection point where domestic dominance is no longer sufficient to sustain aggressive growth targets. AEGIS Law was engaged by a US-based strategic buyer, a leader in the
- [Case Study: The $45M Mixed-Use Development Framework](https://aegislaw.com/case-study-the-45m-mixed-use-development-framework/) - Strategic Report // Real Estate & Infrastructure The $45M Mixed-Use Development Framework. I. Project Genesis and Synthesis of Asset Classes Large-scale commercial real estate projects in high-density urban corridors represent a unique legal and logistical challenge. Our firm was engaged to manage the multi-tiered legal framework for a $45 million mixed-use development, an endeavor that
- [Case Study: The $85M Middle-Market Cross-Border Acquisition](https://aegislaw.com/case-study-the-85m-middle-market-cross-border-acquisition-2/) - Strategic Report // Business & Corporate The $85M Middle-Market Cross-Border Acquisition. I. Transactional Thesis and Global Market Entry In a globalized economy, the transition from a domestic leader to a multi-national enterprise represents an existential inflection point. AEGIS Law was engaged to lead an $85 million acquisition of a European technology manufacturer by
- [Case Study: Resolving the High-Stakes Partnership Dissolution.](https://aegislaw.com/10695-2/) - Strategic Report // Litigation & Dispute Resolution Resolving the High-Stakes Partnership Dissolution. I. Conflict Thesis: The Threat of Internal Paralysis For the mid-sized enterprise, the most profound existential threat rarely comes from a competitor or a market shift; it comes from within. AEGIS Law was engaged to represent the majority stakeholder and founder of a
- [Case Study: Multi-Generational Wealth Transfer & Succession.](https://aegislaw.com/case-study-multi-generational-wealth-transfer-succession/) - Strategic Report // Estate & Wealth Management Multi-Generational Wealth Transfer & Succession. I. The Legacy Thesis: Navigating the \0M+ Ecosystem For high-net-worth families and the principals of mid-market enterprises, wealth management is far more than a collection of testamentary documents; it is a high-stakes synthesis of aggressive tax mitigation, business continuity, and legacy preservation. AEGIS
- [The Wayward Lawyer Manifesto — A New Vision for Legal Practice](https://aegislaw.com/the-wayward-lawyer-manifesto-a-new-vision-for-legal-practice/) - The Wayward Lawyer We call ourselves “wayward” because we stopped pretending the old path still works. We left the big firms, the small firms, the partnerships, the titles — and chose something truer. We’re not lost. We’re liberated. For too long, the legal profession has confused suffering with success. We’ve glorified burnout as ambition and The profession doesn’t need more firms. It needs a movement. The Wayward Lawyer Manifesto is a call for attorneys to practice with purpose, community, and freedom.
- [TECHNOLOGY DUE DILIGENCE IN M&A: ASSESSING DIGITAL ASSETS AND RISKS](https://aegislaw.com/technology-due-diligence-in-ma-assessing-digital-assets-and-risks/) - In an era where technology underpins virtually every business operation, technology due diligence has evolved from a secondary consideration to a critical component of M&A analysis. Whether acquiring a technology company or a traditional business with significant technology dependencies, understanding the target’s technology landscape – its assets, capabilities, risks, and integration challenges – directly impacts Technology due diligence in M&A assesses digital assets, data and cybersecurity risks so buyers understand value, liabilities and integration challenges
- [Jeff Baughman Joins AEGIS' Corporate Law Practice](https://aegislaw.com/jeff-baughman-joins-aegis-2/) - We are pleased to announce that Jeff Baughman has joined AEGIS law to expand his law practice and ours. Jeff has joined our growing Tampa, Florida practice. Jeffry Baughman practices corporate law with a focus on corporate, regulatory and transactional matters. His clients include businesses, real estate developers, financial institutions and nonprofits. He routinely advises clients on forming
- [Anne Zimmerman Joins AEGIS Law's Litigation Practice Group](https://aegislaw.com/anne-zimmerman-joins-aegis-2-2/) - We are pleased to announce that Anne Zimmerman has joined AEGIS law’s growing litigation and dispute resolution group. Anne has joined our growing St. Louis, Missouri practice. Anne Zimmermann is a seasoned litigator with more than 14 years of experience. She represents clients at all stages of complex civil and commercial litigation and is licensed to
- [John Ervin Joins AEGIS Law's Mergers & Acquisitions Practice Group](https://aegislaw.com/john-ervin-joins-aegis-2-2-2/) - We are pleased to announce that John Ervin has joined AEGIS law’s growing mergers, acquisitions and corporate practice. John has joined our growing Tampa, Florida practice. John represents businesses, real estate developers and nonprofits in a variety of transactional and regulatory legal matters. Those include business formation, purchases and sales, lending, employment, tax structuring and more.
- [The ABC's of CBD](https://aegislaw.com/abcofcbd/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) CBD products are everywhere. But what is CBD? Why is it suddenly ubiquitous? And is it legal? (The answer to the last question may surprise you.) CBD is a chemical compound derived from the cannabis plant and is short for cannabidiol. Unlike tetrahydrocannabinol (THC), which is also derived
- [Don't Stuff Your Turkeys With CBD!](https://aegislaw.com/abcofcbd-2/) - By Jeffrey L. Wax, AEGIS Law (jwax@aegislaw.com) This past Monday, November 25, 2019, the U.S. Food and Drug Administration announced enforcement actions against fifteen (15) companies selling CBD products for consumer use. The enforcement actions consist of warning letters, nothing more (yet), but it is significant that the FDA took action at all. See https://www.fda.gov/news-events/press-announcements/fda-warns-15-companies-illegally-selling-various-products-containing-cannabidiol-agency-details
- [Client Interview: Josh Turner, Founder and CEO of LinkedSelling](https://aegislaw.com/interview-josh-turner-founder-and-ceo-of-linkedselling/) - Josh Turner is the Founder and CEO of a company called LinkedSelling. We interviewed him recently to get his insights about what it really takes to grow a business in 2019. (Answers have been edited for brevity.) Can you summarize what your business does? Sure. We help B2B companies generate leads and appointments and get
- [Client Interview: Ryan Kelley, Founder and CEO of The Home Loan Expert, LLC](https://aegislaw.com/interview-josh-turner-founder-and-ceo-of-linkedselling-2/) - Ryan Kelley is the Founder and CEO of The Home Loan Expert, LLC. We interviewed him recently to learn more about his entrepreneurial journey. (Answers have been edited for brevity.) What’s the nature of your business, and how did you get started? We’re a residential mortgage banker. We assist people in financing for home purchases
- [COVID-19: Guidance for Companies](https://aegislaw.com/covid-19-guidance-for-companies/) - The rapid spread of novel Coronavirus (COVID-19) across the globe has changed the dialogue of the global workplace just in the past few weeks. As of March 12, 2020, the World Health Organization (WHO) reports more than 128,000 confirmed cases worldwide (up 45,000 in just the past two weeks) resulting in over 4600 deaths and leading the
- [COVID-19 Update: Legislative Support](https://aegislaw.com/covid-19-2/) - In this unprecedented time, our state and federal governments have taken a series of actions which are designed to assist our country, families and businesses with the impact of mandated and strongly requested shuttering of schools, gatherings, bars, restaurants and businesses that are not providing essential goods and services. While we all understand the temporary
- [Legal Considerations for Your Business during a Pandemic: Responding to COVID-19](https://aegislaw.com/pandemicresponse/) - by Tammy Repaso, JD (trepaso@aegislaw.com) In a matter of weeks, the COVID-19 pandemic has impacted the world and forced communities to reevaluate everything. Despite the unpredictability that has accompanied this global crisis, it is not too late to implement changes to protect you, your employees, and your business. Here are some tips and strategies to
- [Weekly Webinar: Legal Considerations in Response to COVID-19](https://aegislaw.com/secure-act-2-2/) - Every Thursday @ 3pm CST / 4pm EST. To register, click here. With news changing by the minute, it’s important you have access to the most updated information on how COVID-19 may affect or disrupt your businesses.. AEGIS Law is hosting a webinar that will cover these topics: Managing Your Workforce (FMLA, "Essential Services and
- [Cross Border State Sales and Use Taxation After South Dakota v. Wayfair: A New Paradigm for E-Commerce](https://aegislaw.com/wayfairdecision/) - AEGIS Law attorney Rochelle Walk (bio) and Robert Willeford Jr. of Anders CPA (Director - State and Local Tax) and Norman Newmark have published an article in The Business, Entrepreneurship & Tax Law Review of the University of Missouri School of Law. For read the full article, click here. Abstract: For over 50 years, U.S.
- [COVID-19 Legal Matters Hotline](https://aegislaw.com/covidmatters/) - Do you have a pressing legal issue? Need a quick response? We've established an e-mail "hotline" to answer legal questions relating to the COVID-19. If you have a question, please review our User Agreement and click on the email below to submit your email. We will respond to your questions in 30 minutes or less
- [Secret Liabilities You Could Be Taking On During A Merger—How To Find And Neutralize Them](https://aegislaw.com/3609-2/) - by Rochelle Walk, JD (rwalk@aegislaw.com) The excitement of growing a business through a merger can sometimes overshadow the potential for losses if one party fails to get an accurate picture of the liabilities of the other side. Often these liabilities are made apparent during the due diligence process. But sometimes, hidden risks slide under the
- [Margy Weisman Joins AEGIS Law's Mergers & Acquisitions Practice Group](https://aegislaw.com/margy-weisman-joins-aegis-2/) - We are pleased to announce that Margy Weisman has joined AEGIS law’s growing mergers, acquisitions and corporate practice. Margy has joined our growing St. Louis, Missouri practice. Margy is a strategic, business-oriented corporate legal leader and CPA with outstanding experience in creative problem solving and proactive legal strategy. She specializes in helping businesses in matters related
- [How Corporate Legal Battles Parallel Military Engagements—and What You Can Learn From the Similarities](https://aegislaw.com/the-importance-of-attorney-recruiting-2-2-2-2-2/) - By Art Fillmore, Kansas City (afillmore@aegislaw.com) If attorneys casually throw around military expressions to describe a specific event going on, or even their practice as a whole (e.g., “We have a ‘take no prisoners’ attitude”), veteran colleagues may be irked by such cavalier comments. However, if we go beyond the metaphor, understanding military engagements can
- [Rod Atherton Joins AEGIS Law's Tax, Estate Planning, Real Estate and Corporate Practices](https://aegislaw.com/athertonjoinsaegis/) - We are delighted to announce that Denver attorney Rodney Atherton is joining AEGIS Law. With three decades of experience, Rod is an exceptional attorney, and I know that he will be an invaluable asset to our rapidly growing Denver-area practice. Rod specializes in tax and estate law, helping clients—from individuals to private charitable foundations—grow and
- [Michael Sulaka Joins AEGIS Law's Venture Finance and M&A Practice](https://aegislaw.com/sulakajoinsaegis/) - We are delighted to announce that Detroit attorney Michael Sulaka is joining AEGIS Law. Michael is a dynamic transactional attorney with extensive experience leading, driving, and closing M&A deals on behalf of buyers and sellers. As a corporate lawyer specializing in M&As, Michael works cross-functionally within global organizations, leads strategic business negotiations, consults with executive
- [Craig Stoner Joins AEGIS Law's Venture Finance and M&A Practice](https://aegislaw.com/craig-stoner/) - We are delighted to announce that Craig Stoner has joined AEGIS Law and its growing group of attorneys in Denver, Colorado. With more than 20 years of experience providing both in-house and outside counsel, he provides representation for domestic and international clients in corporate and securities transactions. Craig is excited to work with AEGIS because
- [Andrew Wichern Joins AEGIS Law's Venture Finance and M&A Practice](https://aegislaw.com/wichernjoinsaegis/) - We are delighted to announce that Andrew Wichern has joined AEGIS Law and its growing group of attorneys in Denver, Colorado. Andrew has practiced law in-house or as outside counsel for 15 years. He is a Denver-based attorney with expertise in business, technology, and the law. Licensed to practice in Colorado, he’s built a reputation
- [Dispelling Confusion Business Owners Have Over New Tax Laws](https://aegislaw.com/dispelling-confusion-business-owners-have-over-new-tax-laws/) - Business tax planning is always complex, but the Tax Cuts and Jobs Act signed into law by President Donald Trump in December 2017, threw even more confusion into the mix. The new tax provisions went into effect on January 1, 2018, but even now, halfway through the year, business owners are scrambling to understand the Dispelling confusion on new tax laws: understand the 20% pass-through deduction and accelerated depreciation so business owners can plan with confidence.
- [Head Tax Backlash: Seattle’s Repeal Story and the Proven Strategy for Business Owners](https://aegislaw.com/to-be-or-not-to-be-that-is-the-question-key-takeaways-from-seattles-head-tax-repeal/) - Last month, government and business interests collided when the Seattle city council voted to enact, and then repeal, the Employee Hours Tax (EHT), or “head tax law.” This political fight demonstrated that there are no easy answers when it comes balancing the needs and interests of all constituents. However, understanding some key takeaways from this Head tax backlash: how Seattle repealed the Employee Hours Tax and what business owners can copy to protect jobs—communicate, unite, be a good neighbor
- [Don’t Make These Common M&A Mistakes: Simple Steps to Protect Your Exit](https://aegislaw.com/dont-make-these-surprisingly-common-ma-mistakes/) - You’ve decided to sell your business. Or maybe you’re snatching up a new business—possibly a former competitor. In either case, you face huge challenges. Mergers and acquisitions are disruption level events. They can be profoundly satisfying and enriching. Or they can spell the end of a dream that’s fired you and your team for decades. Don’t make common M&A mistakes: learn simple steps to protect your exit with due diligence, a strong purchase contract, and a non-compete agreement
- [Blockchain Basics—Everything You Need to Know about Blockchain (Part 1)](https://aegislaw.com/blockchain-basics-part-1/) - The buzz around Bitcoin and blockchain rivals that of talk about the world wide web decades ago. Yet it’s not everybody who can tell you what blockchain and bitcoin are. After all, much like the internet, how can something that has the potential to change life as we know it be explained? This subject requires
- [Blockchain Basics—Everything You Need to Know about Blockchain (Part 2)](https://aegislaw.com/blockchain-basics-part-2/) - This is the second in a two-part series about blockchain basics. Get ready for the revolution. If you think the internet changed the planet, blockchain is next up. Because it’s already been a part of the economy for years, you just didn’t know it. Believe it or not, Bitcoin was first used in a Domino’s
- [Business Acquisition and Your Company’s Tax Status: Simple Guide to Structuring a Tax-Smart Deal](https://aegislaw.com/wichernjoinsaegis-2-3/) - Why tax planning must start before the deal Of course, one of the main reasons for an acquisition is to change your company’s bottom line, but that isn’t just true in terms of income. An acquisition will also impact your firm’s tax liability—from when taxes are due to what entity can deduct an operating loss. Business acquisition tax status matters. Compare stock vs asset deals, step-up value, and NOL limits—structure a tax-smart acquisition to reduce surprises
- [7 Reasons Busy Attorneys Will Love Working With Legal Biller Carrie Moore at AEGIS Law](https://aegislaw.com/wichernjoinsaegis-2-4/) - We are delighted to announce that Carrie Moore has joined AEGIS Law and its growing group of attorneys in St. Louis, Missouri. Carrie Moore is an experienced and knowledgeable legal biller based in Byrnes Mill, Missouri. For the last six years, she has worked tirelessly to manage litigation and hourly billing reports, track hourly fee Discover 7 reasons busy attorneys love working with legal biller Carrie Moore at AEGIS Law—clear communication, accurate invoices, and smoother billing
- [Pre-Money vs Post-Money Confusion: How to Stop Convertible Notes From Stealing Your Equity](https://aegislaw.com/pre-money-vs-post-money-confusion-with-convertible-notes-2/) - Entrepreneur, VC, and angel investor explains how founders can avoid getting screwed when financing after they’ve raised convertible notes. Source: Pre-money vs Post-money Confusion With Convertible Notes Pre-money vs post-money made simple: stop convertible notes from stealing your equity with founder-friendly valuation tips before your next financing round
- [Stay or Go After Selling Your Company? Smart Ways to Choose the Right Path](https://aegislaw.com/should-you-stay-on-after-your-company-gets-acquired-in-what-capacity/) - The Big Question After the Deal: Stay, Advise, or Exit Building up a company is a breathtakingly difficult affair, requiring tenacity, intelligence, fortitude and more than a bit of luck. Very few ventures get out of the starting gate. Of those that do, most end up becoming little more than glorified jobs for their owners. Stay or go after selling your company? Learn smart ways to choose the right path—buyer culture, compensation, people impact, and next-step planning today
- [Francis Cuddihee at AEGIS Law: Powerful Advocate for Business, Property, and Estate Clients](https://aegislaw.com/franchiss-cuddihee-joins-aegis-law/) - Welcoming Francis to AEGIS Law in Denver We are delighted to announce that Francis Cuddihee has joined AEGIS Law and its growing group of attorneys in Denver, Colorado. Francis is a Denver-based attorney and mediator with a background in estate planning, business and property law, and civil litigation. Joining Aegis presents an opportunity for Francis Meet Francis Cuddihee at AEGIS Law—Denver attorney and mediator for business, property, estate planning, and civil disputes, known for empathetic results.
- [How the Fed Should Handle Marijuana Businesses: Simple Plan to Fix the Banking Mess](https://aegislaw.com/how-should-the-fed-handle-marijuana-businesses/) - Marijuana growers and dispensaries will remain in a legal haze of confusion, after the Federal Reserve Chair announced that the U.S. central bank has not resolved how banks should deal with these pot-related businesses. Marijuana use is currently legal in 30 states, but the drug is still illegal under federal law. Therefore, in states where How the Fed should handle marijuana businesses: a simple plan to fix the banking mess, cut cash risk, and reduce money-laundering exposure for banks today.
- [US vs Canadian Cannabis Legalization: Simple Guide to Staying Compliant as a Franchisor](https://aegislaw.com/key-difference-between-us-and-canadian-cannabis-legalization-that-franchisors-need-to-know/) - On June 19, 2018, Canada became the second country in history to legalize recreational marijuana federally. This puts Canada at the forefront of a global industry as more and more countries consider legalizing marijuana’s use. The Canadian legalization also gives US-based marijuana franchisors their first opportunity to extend their reach beyond US borders. However, there Key differences between US and Canadian cannabis legalization: distribution rules, edibles ban, and Health Canada labeling what franchisors must know.
- [Stronger Together: Why AEGIS Law Is Excited to Welcome Katrina Hudson to the Team](https://aegislaw.com/welcome-katrina-hudson/) - Katrina Hudson is a complex civil litigator based in Saint Louis, MO and Glen Carbon, IL. She describes herself as a zealous advocate by nature, eager to help amplify the voices of those seeking justice within the legal system. Katrina’s resilience, adaptability, and can-do attitude make her the ideal team player. After a few years AEGIS Law welcomes complex civil litigator Katrina Hudson—a zealous advocate in St. Louis known for resilience, adaptability, and a can-do team-first attitude.
- [High-Stakes Commercial Litigation? Bo Devereux Is the Powerful Business Litigator You Want](https://aegislaw.com/welcome-bo-devereux/) - Meet Bo Devereux, AEGIS Law’s seasoned business litigator with 30+ years in commercial disputes, banking, real estate, and appeals across Missouri.
- [Tired of the Traditional Firm Model? Scott Levine’s FUEL Podcast Episode Shows a Better Way](https://aegislaw.com/fuelpodcast/) - Recently, our Founder, Scott Levine, was a featured guest on the FUEL podcast with Leila Ansart. Scott shares the story about realizing his legal business model needed to change beyond the traditional one and how his personal evolution spurred on a decision that would translate into the 10x growth of AEGIS Law. A strikingly unique On the FUEL podcast, AEGIS Law founder Scott Levine reveals why he rejected the traditional firm model—and the better way for clients that drove 10x growth.
- [Why Top 10 Legal Services Leader Rochelle Walk Is a Powerful Ally for Business Clients](https://aegislaw.com/rochelletop10/) - We are so pleased to announce that AEGIS Law’s Rochelle Walk was recently featured by CIO View and recognized as one of the Top 10 Most Inspiring People in Legal Services, 2022. Click here to view the digital edition of CIO View Magazine. A copy of the article is reprinted below. Rochelle Friedman Walk: An Discover why Rochelle Walk was named a Top 10 Most Inspiring Person in Legal Services 2022—30+ years of business leadership, mediation, and legal strategy.
- [More Firepower for Clients: AEGIS Law Welcomes 4 New Attorneys](https://aegislaw.com/patrick-jones-sarah-beaujour-tommy-west-and-connor-slovacka-join-aegis-law/) - Patrick Jones Sarah Beaujour Tommy West Connor Slovacka AEGIS Law is growing... We are pleased to announce that Patrick Jones, Sarah Beaujour, Tommy West, and Connor Slovacka have recently joined AEGIS Law. Patrick and Sarah have joined our litigation practice support our commercial and aviation law clients in matters throughout the United States. They are AEGIS Law welcomes four new attorneys in Chicago and Denver, expanding litigation, aviation, venture, corporate, and M&A support for clients.
- [What Is Corporate Law? Why an Understanding of Corporate Law Is Important to Your Business](https://aegislaw.com/what-is-corporate-law/) - Get the knowledge to understand complex corporate law issues. Learn all you need to know about what is corporate law and why it's important. Get started now!
- [Introducing Ted Hughes: A Skilled Trial Attorney and Advocate for Businesses](https://aegislaw.com/welcometedhughes/) - Meet Ted Hughes, AEGIS Law’s newest trial attorney, bringing nearly 10 years of courtroom experience and practical strategies to protect businesses nationwide.
- [Why AEGIS Law’s New Denver Attorney, Sam Shaefer, Is a Win for Business Clients](https://aegislaw.com/introducing-sam-shaefer/) - Expanding AEGIS Law’s legal expertise in Denver as corporate attorney Sam Shaefer joins our team, bringing deep business law experience for clients statewide.
- [Corporate Transparency Act Shockwave: Prepare Your New Entity or Acquisition Before It’s Too Late](https://aegislaw.com/cta/) - In 2021, a pivotal legislative move by Congress saw the introduction of the Corporate Transparency Act (CTA). This statute will initiate federal disclosure mandates for a vast number of private entities previously exempted from revealing ownership details. AEGIS Law anticipates the official establishment of the CTA guidelines to unfold later in 2022. For those who’ve Corporate Transparency Act shockwave: learn how new entities and acquisitions must report owners to FinCEN, avoid penalties, and prepare before it’s too late.
- [Why Businesses Turn to AEGIS Law’s New Litigator Chris Thornton for Complex Commercial Cases](https://aegislaw.com/welcome-chris-thornton/) - AEGIS Law is proud to introduce the latest addition to our team: Chris Thornton. With a rich legal experience spanning over twenty-five years, Chris has an impressive track record in commercial litigation. His unique fusion of profound knowledge in information technology, communications, and a master’s degree in physics from the eminent University of Illinois equips Discover why businesses trust AEGIS Law’s new litigator Chris Thornton for complex commercial cases, blending tech insight, physics training and trial skill.
- [The End of Non-Competes? AEGIS Law Reveals Hidden Risks in the FTC’s Explosive New Rule](https://aegislaw.com/aegis-law-reacts-to-ftc-proposed-rule-a-paradigm-shift-for-non-compete-agreements/) - In a groundbreaking development on January 5, 2023, the Federal Trade Commission (FTC) unveiled a proposed rule that could potentially revolutionize the landscape of non-compete agreements. If enacted, this rule would have profound implications for employers across the United States, reshaping how they protect confidential information and proprietary knowledge. This article delves into the key Is this the end of non-competes? Learn how the FTC’s explosive new rule creates hidden risks, expands enforcement, and forces employers to rethink contracts.
- [Conquer the AI Curve: Practical Tools Lawyers Need Now – AEGIS Law Online Lunch & Learn](https://aegislaw.com/lunchandlearn-ai/) - To register, click here. Join us for a riveting “Lunch and Learn” as we delve deep into the realm of artificial intelligence (AI) and its transformative impact on the legal industry. With advancements in AI technology reshaping how lawyers operate, it’s crucial to stay abreast of the latest trends and foresee what the future holds. Conquer the AI curve with AEGIS Law’s online Lunch & Learn. Discover practical AI tools lawyers need now, with expert insights and live breakout sessions.
- [Life Insurance in the Crosshairs: AEGIS Law’s Bold Supreme Court Petition on Estate Tax and Share Value](https://aegislaw.com/unitedstatessupremecourt/) - Being a great attorney isn’t just about knowing the law; it’s about challenging it, interpreting it, and seeking clarity where ambiguity resides. At AEGIS Law, we take immense pride in the work of our attorneys. The recent endeavors of two of our attorneys, Mary Devereux and Bo Devereux, underscore this commitment. Redefining Corporate and Tax
- [Trademark Wars in the Digital Age: Practical Protections for Global E-Commerce Entrepreneurs](https://aegislaw.com/navigating-trademark-justice/) - The Rise of “Schedule A” Cases in Illinois In the Northern District of Illinois, “Schedule A” cases or trademark infringement actions are growing. AEGIS Law has both defended and represented clients in these actions. Typically, businesses with trademarks accuse many defendants of selling counterfeit items with their marks. These actions harm consumer trust and the
- [Turn a Stock Sale Into a Tax Win: How the 338(h)(10) Election Protects Buyers and Sellers](https://aegislaw.com/338h-and-sba-financing/) - When diving into the world of small business acquisitions, a variety of tax considerations come into play. One such consideration is the Section 338(h)(10) election—a tax provision that can significantly influence the dynamics of an acquisition. For buyers and sellers keen on optimizing their tax benefits, understanding this provision is crucial. In this article, we’ll explore Understand the 338(h)(10) election in small business acquisitions using SBA funding, with practical examples, tax benefits, and key takeaways for buyers.
- [Seller Financing Explained: How to Close the Deal and Shield Yourself From Hidden Risks](https://aegislaw.com/seller-financing-blog/) - Mergers and acquisitions can be complex financial transactions involving significant sums of money changing hands. In many cases, the buyer does not have the ability to pay the full purchase price upfront in cash. This is where seller financing can come into play. What is Seller Financing? Seller financing refers to when the seller of Learn how seller financing works in mergers and acquisitions, its key reasons, risks, and protection strategies so sellers close deals with confidence.
- [From Confusion to Confidence: A Practical Due Diligence Guide for Business Buyers](https://aegislaw.com/due-dilgience/) - Due diligence is the careful investigation and analysis of a company or asset prior to signing a business transaction. It allows buyers to confirm that the seller’s representations are accurate and identify any potential risks or issues before completing the deal. For law firms like AEGIS Law, conducting comprehensive due diligence is an essential service Move from confusion to confidence with a practical due diligence guide for business buyers, covering legal, financial, and operational checks before a deal.
- [Essential Ecommerce Terms and Conditions to Protect Every Online Sale](https://aegislaw.com/e-commerce-terms-and-conditions/) - Introduction: Smart Ecommerce Terms & Conditions Even with rapid industry growth and mass adoption, e-commerce businesses face different challenges than traditional brick-and-mortar companies. An e-commerce company must take a multidisciplinary approach, confronting issues on day one that physical storefronts might not worry about for years—from technology and privacy law to interstate commerce. While terms & Learn how smart ecommerce terms and conditions manage pricing, shipping, returns and warranties so you can reduce risk and protect every online sale today.
- [Lesson 1: The Trust Fall: Building Solid Relationships at AEGIS Law](https://aegislaw.com/20in20-article-1/) - To mark our business law firm’s 20th anniversary, I’ll be sharing a weekly series of articles highlighting lessons learned over the past two decades. By transparently reflecting on our journey, from building client relationships to embracing change, I hope to provide perspective applicable beyond the legal industry. This series celebrates a milestone while kickstarting our Lesson 1 shares how AEGIS Law built trust and solid client relationships over 20 years, turning each trust fall into a stronger, lasting client partnership.
- [From Contracts to Canoes: When My Law Practice Became My Side-Hustle](https://aegislaw.com/contracts-to-canoes/) - A Personal Journey Back to My Roots, by Scott Levine This past summer, at 52 years old, I returned to work as a camp counselor at Camp Highlands for Boys – the same camp I attended over 40 years ago as a child and 30 years ago as a counselor. Accompanying me was my 12-year-old At 52, a lawyer returns to Camp Highlands for Boys as a counselor, turning his law practice into a side-hustle while sharing camp life with his son this summer.
- [How to Use Your Privacy Policy to Demonstrate You Value Customers](https://aegislaw.com/privacy-policies/) - Introduction In the digital age, privacy is a growing concern for consumers as they share more personal data online. For ecommerce businesses, having clear and ethical privacy practices displayed in your privacy policy is key to building customer trust and brand loyalty. When customers make purchases online and create accounts, they provide companies with sensitive Show customers you value their privacy with a clear ecommerce privacy policy that explains data collection, sharing, security, consent and user control.
- [Understanding the Corporate Transparency Act: What Your Business Needs to Know](https://aegislaw.com/cta-2/) - Understanding the Corporate Transparency Act: What Your Business Needs to Know The Corporate Transparency Act (“CTA”), which went into effect on January 1, 2024, introduces new federal reporting requirements for many businesses operating in the United States. The CTA aims to combat money laundering, terrorist financing, corruption, and tax fraud by requiring companies to disclose Understand the Corporate Transparency Act and new FinCEN beneficial ownership reporting rules so your business stays compliant and avoids costly penalties.
- [Setting Clear Expectations: Crafting Strong Supplier Agreements](https://aegislaw.com/crafting-supplier-agreements/) - Introduction When launching a new brand and product line, you’ll likely work with a range of suppliers for manufacturing, materials and components. Those initial supplier contracts set key expectations around project scope, ownership rights, timelines and budgets. They dictate how various suppliers contribute to and are compensated for bringing the product to market. Well-structured supplier Set clear expectations with strong supplier agreements for new brands, covering scope, timelines, IP rights, payments and quality standards for launch success.
- [The Importance of Equity Allocation in Closely Held Companies](https://aegislaw.com/equity-allocation/) - Why Equity Allocation Matters in Closely Held Businesses In closely held businesses, company executives are often the founders, running the day-to-day operations while also owning or controlling most of the company’s equity. This unique dynamic makes the allocation of equity a crucial consideration for the long-term success and stability of the company. It is essential Discover why strategic equity allocation in closely held companies matters, from 50:50 ownership risks to governance tools that protect your business.
- [M&A Stress: 7 Simple Ways Deal Lawyers Can Finally Sleep Again](https://aegislaw.com/purging-the-stress-from-mergers-acquisitions/) - Why M&A Stress Feels Built Into the Practice Corporate mergers and acquisitions practice is fast-paced and demanding. Among M&A lawyers surveyed about their practice, most say that what they dislike the most are long and unpredictable hours. Moreover, attorneys tend to be perfectionists and pessimists, two characteristics that can lead to anxiety. But is all this M&A stress Reduce M&A stress with senior-led habits for deal teams during transactions: right staffing, calm negotiation, realistic expectations, and better sleep.
- [How to Protect Your Children During and After Divorce: 7 Essential Co-Parenting Steps](https://aegislaw.com/what-parents-can-do-to-protect-their-children-during-and-after-divorce/) - If you’re a parent going through a divorce, one of your primary concerns is surely your children—how they will handle this major upheaval in their lives. The fact that you’re concerned about your children’s emotional health shows you’re on the right track. Here are some ways you can protect them during and after the divorce. Senior-led co-parenting guidance for divorce: 7 steps to protect your children during and after separation, reduce conflict, and keep stability at home.
- [When to Compromise During a Divorce Negotiation and When to Hold Firm: Setting Your Standards](https://aegislaw.com/when-to-compromise-during-a-divorce-negotiation-and-when-to-hold-firm-setting-your-standards/) - When it comes to divorce, emotions are high on all fronts, no matter how amicable the separation might be. Unfortunately, this emotional turmoil can impair sound decision making during settlement negotiations in a divorce. However, every battle isn’t worth fighting financially or practically. To save yourself some time and money, here are some guideposts for A senior guide to divorce negotiation: when to compromise, when to hold firm, and protect your priorities in settlement talks without unnecessary fees.
- [How to Structure Your Marijuana Dispensary to Minimize Your Tax Bill](https://aegislaw.com/how-to-structure-your-marijuana-dispensary-to-minimize-your-tax-bill/) - Many people mistakenly believe that you can set up a marijuana dispensary like any other business for which you can deduct ordinary operating expenses. Unfortunately, Section 280E of the Internal Revenue Code provides that businesses that deal in “trafficking in controlled substances.” may only deduct costs of goods sold from revenue, which makes a huge Learn how Section 280E limits deductions and how smart entity structuring and audit-ready accounting can help a marijuana dispensary reduce taxes legally.
- [7 Common Child Custody Mistakes That Can Wreck Your Case—and How to Fix Them](https://aegislaw.com/common-child-custody-speed-bumps-and-what-to-do-about-them/) - More and more, divorcing parents are working out unique custody arrangements for their changing families. Whether it be unconventional living options or creative joint custody schedules, it’s clear that when parents compromise, things are better for all parties involved. Although these unique options sound ideal, the path toward a custody arrangement isn’t always easy. To Avoid 7 common child custody mistakes that can wreck your case—be realistic, stay off social media, follow orders, and communicate to co-parent well today
- [From Stuck to Thriving: Why AEGIS Law Is the Best Move for Gen X Attorneys](https://aegislaw.com/solvingforx/) - By Scott Levine, Founder / Managing Member (slevine@aegislaw.com) Solving for X: How AEGIS is the Perfect Solution for Attorneys Looking for a Career Change When you’re reviewing the attorneys you’re trying to place, there may be one group of lawyers that just continue to flummox you. In theory, these lawyers should be ideal laterals who From stuck to thriving: why AEGIS Law is the best move for Gen X attorneys —autonomy, collaboration, and a non-equity model that rewards results nationwide.
- [Eric Langston AEGIS Law: Expert Business Attorney Delivering Powerful Results](https://aegislaw.com/welcome-eric-langston/) - We are pleased to announce that Eric Langston has joined the firm. Eric is an attorney based in Cedar Rapids, Iowa. Though most recently a solo practitioner, he has worked for the largest firm in the Cedar Rapids region and also with the restructuring group of a global law firm based in Chicago. Eric is Meet Eric Langston at AEGIS Law—expert business attorney delivering powerful results through restructuring experience and a collaborative hive-mind team.
- [Rochelle Walk Tikkun Olam Award: How One Remarkable Lawyer Changes Lives](https://aegislaw.com/aegis-laws-rochelle-walk-receives-prestigious-award/) - We are please to announce that the Tampa Jewish Federation recently honored Shelly with its Tikkun Olam Award, its highest honor. Tikkun olam is a concept in Judaism referring to actions intended to repair or improve our world. The award honors Shelly’s tireless community work. And absolutely represents our core value of “making Rochelle Walk earns Tampa Jewish Federation’s Tikkun Olam Award for tireless community work—reflecting AEGIS Law’s “making a difference” value every day.
- [Attorney Recruiting at AEGIS Law: 7 Powerful Reasons Lawyers Thrive in Our New Firm Model](https://aegislaw.com/the-importance-of-attorney-recruiting/) - By Scott Levine, Founder / Managing Member (slevine@aegislaw.com) “The fastest way to change yourself is to hang out with people who are already the way you want to be.” —Reid Hoffman and Ben Casnocha, THE VALUE OF REAL-WORLD CONNECTIONS AND COLLABORATIONS The Start-up of You Of course, with the Covid pandemic, virtual interaction has become Attorney recruiting at AEGIS Law: 7 powerful reasons lawyers thrive in our new firm model—real collaboration, focus, growth, and better client service.
- [How Happy Attorneys Make Stronger Law Firms: Data-Driven Ways to Fix Toxic Culture](https://aegislaw.com/making-happy-attorneys-seriously/) - By Scott Levine, Founder / Managing Member (slevine@aegislaw.com) Attorney Happiness: What You Need to Know The stats are staggering. More than a third of lawyers are alcoholics; a third struggle with depression; and about 20% struggle with anxiety. In a recent survey of New York-based attorneys, 37% are struggling with their mental health, but the Making happy attorneys—seriously. See the data on lawyer well-being, how to prioritize people and culture, and measure satisfaction to reduce burnout.
- [RCEP Trade Deal Explained: How the World’s Largest Pact Shifts Power to Asia](https://aegislaw.com/a-trade-deal-unlike-any-other/) - By Maximilian Raileanu, Attorney (mraileanu@aegislaw.com) At a time when tension between the United States and China continues to rise, China claimed a grand victory on January 01, 2022. After seven years in the making, the Regional Comprehensive Economic Partnership (“RCEP”), the largest trade deal in history, took effect at the turn of the new year. RCEP trade deal explained: the world’s largest pact links ASEAN, China, Japan, Korea, Australia & NZ—shifting power to Asia and reshaping energy markets.
- [From Paper to Clicks: Eric Langston’s Housing Iowa Talk on the New Digital Real Estate Practice](https://aegislaw.com/aegis-law-attorney-eric-langston-presenting-at-housingiowa-conference/) - The 2022 HousingIowa Conference is a celebration of the housing industry’s leading role in thriving Iowa communities and robust economy. AEGIS Law attorney Eric Langston (bio) will be joining a panel of other experts entitled “Not Your Parents’ Homebuying Experience: The State of the Digital Real Estate Practice” on September 8, 2022 @ 9:15am. For Eric Langston joins a Housing Iowa 2022 panel on Sept. 8 to unpack digital real estate practice, modern homebuying tech, and how to prepare for buyers & sellers.
- [Why Scott Levine’s Election as EO St. Louis President Is a Big Win for Local Entrepreneurs](https://aegislaw.com/scott-levine-named-president-of-entrepreneurs-organization-st-louis/) - We are pleased to announce that Scott Levine, our firm’s founder and one of its managing members, has taken the reigns as President of the Board of Directors of Entrepreneurs’ Organization – St. Louis (“EO”). With over 15,000 members worldwide, EO is the largest non-profit peer-to-peer network of business founders and builders. EO helps its
- [Rochelle Friedman Walk on “Latte With a Lawyer”: Real-World Arbitration and Mediation Advice](https://aegislaw.com/rochelle-walk-podcast-s3e2/) - Rochelle Friedman Walk joined “Latte With a Lawyer,” sharing practical negotiation, mediation, and arbitration insights shaped by business leadership and FINRA work.
- [Stronger Aviation Representation Starts Now: Sarah Joins AEGIS Litigation](https://aegislaw.com/buckle-up-sarahs-joining-our-aviation-and-litigation-team/) - AEGIS Law adds Sarah to our aviation and litigation team—bilingual, cross-border, and aviation-policy trained to handle complex disputes worldwide.
- [When pilots need legal representation, they call Patrick - now AEGIS Law does too!](https://aegislaw.com/patrick-joining-our-aviation-and-litigation-team-2/) - Pilots trust Patrick Jones for aviation and business disputes—now he’s at AEGIS Law. Discover his 22+ years of trial-tested legal representation worldwide.
- [Why AEGIS Law’s New LAWorld Membership Is a Game-Changer for Clients With Global Needs](https://aegislaw.com/aegis-law-joins-laworld-broadening-our-global-reach/) - We are thrilled to announce a significant milestone in AEGIS Law‘s journey: our recent membership with LAWorld, an international legal network of independent mid-sized law firms spanning the globe. This prestigious network extends across more than 100 cities worldwide, encompassing 57 law firms and over 1350 dedicated lawyers. By joining LAWorld, we deepen our commitment Discover why AEGIS Law’s new LAWorld membership is a game-changer for clients with global needs, expanding access to trusted firms in 100+ cities worldwide.
- [Enforcing U.S. Trademark Judgments in China: Simple Steps to Protect Your Brand](https://aegislaw.com/enforcing-trademark-judgments-in-china/) - Navigating Cross-border Trademark Infringement: AEGIS Law’s Pursuit of Justice in U.S. and China Following their historic triumph in Hytto Ltd. v. Shenzhen Xiaoteng Technology Ltd., where they secured one of the most substantial trademark infringement judgments from Judge Thomas Durkin of the Northern District of Illinois, AEGIS Law is gearing up for their next major Learn simple steps for enforcing U.S. trademark judgments in China, using reciprocity principles to protect your brand and collect on foreign awards today.
- [International IP Disputes: Proven U.S. Strategy to Stop Ruthless Knockoffs and Protect Your Brand](https://aegislaw.com/unpacking-verdict-international-trademark-dispute/) - Massive $3.6 Million Judgment in Trademark Infringement Case: Understanding the Global Impact of U.S. Intellectual Property Rights The world of intellectual property continues to evolve, and recent legal developments in Chicago have set significant precedents. One such groundbreaking case is Hytto Ltd. v. Shenzhen Xiaoteng Technology Ltd. The Northern District of Illinois has delivered a International IP disputes: discover a proven U.S. strategy to stop ruthless knockoffs, enforce trademarks worldwide, and protect your brand online today.
- [Meet the New AEGIS Law Attorneys](https://aegislaw.com/welcome-to-aegis-law/) - Content A Growing Team of Exceptional Attorneys We are thrilled to welcome several exceptional attorneys who have recently joined the AEGIS Law team. Their arrival heralds an exciting new chapter as we continue to grow and expand our capabilities. This group of talented legal minds brings a wealth of experience and specialized expertise that will Welcome to AEGIS Law’s newest attorneys, bringing deep experience in litigation, corporate, tax, immigration and IP to better serve clients nationwide.
- [AEGIS Law Celebrates 20 Years of Legal Excellence: A Journey of Innovation, Growth, and Teamwork](https://aegislaw.com/aegis-law-celebrates-20-years-of-legal-excellence-a-journey-of-innovation-growth-and-teamwork/) - In the realm of milestones, the 20th anniversary holds a special place—a testament to endurance, growth, and a commitment to excellence. As we proudly celebrate two decades of legal innovation and client-centric services, we’re excited to share our journey with you. Join us in taking a stroll down memory lane, reminiscing the ups and downs, AEGIS Law celebrates 20 years of legal excellence, innovation, growth and teamwork, sharing how a client-focused, tech-enabled model reshaped legal services.
- [Remembering Anne: A Legacy of Advocacy and Kindness](https://aegislaw.com/anne-zimmerman/) - A Life of Compassion, Family, and Advocacy It is with profound sorrow that we share the news of the passing of our esteemed colleague and dear friend, Anne Zimmermann, who left us on Tuesday, July 11, 2023, at the tender age of 47. Anne was a beacon of strength, kindness, and unwavering advocacy in our Honoring attorney Anne Zimmermann’s legacy of advocacy, kindness, and joy as colleagues and friends share heartfelt memories of her remarkable life and work.
- [Lesson 4: The Art of Herding Cats: Managing Attorneys in a Business Law Firm](https://aegislaw.com/lesson-4-the-art-of-herding-cats-managing-attorneys-in-a-business-law-firm/) - Introduction: Why Managing Attorneys Feels Like Herding Cats To mark our business law firm’s 20th anniversary, I’m sharing a weekly articles highlighting lessons learned over the past two decades. By transparently reflecting on our journey embracing change and innovation, I hope to provide perspective applicable beyond the legal industry. Thanks, Scott Levine. After over 20 Learn how a business law firm leader mastered the art of herding cats—managing strong-willed attorneys with clear values, culture and brave leadership.
- [CodeGuard's Victory: Securing a Settlement in Software Copyright Infringement](https://aegislaw.com/softwaresettlement/) - The Challenge: Competitor’s Unauthorized Use of Copyrighted Code CodeGuard, a pseudonym for our client, is a software company that prides itself on developing innovative and efficient code. However, they discovered that a competitor had copied and distributed their copyrighted code without permission. This blatant infringement not only undermined CodeGuard’s competitive advantage but also deprived them CodeGuard’s victory shows how we secured a software copyright infringement settlement, protecting its code, recovering damages and stopping future misuse.
- [The Scourge of Counterfeit and Pirated Goods: A Call to Action](https://aegislaw.com/acalltoactionforipinfringement/) - The Explosion of Counterfeit and Pirated Goods The sale of counterfeit and pirated goods has exploded in recent years, fueled by the rise of e-commerce platforms and online third-party marketplaces. A recent report submitted to President Biden by the Department of Homeland Security sheds light on the alarming scope of this problem and provides recommendations Counterfeit and pirated goods are surging online. Learn how businesses and governments can combat illicit trade, protect IP rights and safeguard consumers.
- [Fashionista's Fight: How We Stopped Counterfeiters in Their Tracks](https://aegislaw.com/fashionistasfight/) - The Challenge: Counterfeit Products on E-commerce Platforms Our client, whom we’ll call Fashionista, is a renowned fashion designer known for their unique and high-quality products. However, Fashionista’s success attracted the attention of counterfeiters who began selling fake versions of their designs on various e-commerce platforms. These counterfeit products not only diminished Fashionista’s brand value but Fashionista’s Fight shows how we stopped counterfeit products on e-commerce platforms, freezing payment accounts to protect the brand and loyal customers.
- [ToyMaker's Triumph: Raiding Counterfeit Manufacturers Overseas](https://aegislaw.com/toymakertriumph/) - The Challenge: Overseas Manufacturer Infringing on Patent Rights ToyMaker, a pseudonym for our client, is a well-known toy company with a portfolio of patented products. They were dismayed to learn that a foreign manufacturer was producing and selling counterfeit versions of one of their most popular toys, infringing on their patent rights. This infringement not Counterfeit and pirated goods threaten brands and consumers online. Learn key strategies to combat illicit trade, protect IP rights and safeguard consumers.
- [Combating Cybersquatting: Protecting Your Trademark in the Digital Age](https://aegislaw.com/cybersquating/) - Introduction: The Rise of Cybersquatting and Its Impact on Businesses Cybersquatting has emerged as a significant threat to businesses, where individuals or entities register domain names that incorporate established trademarks, often with the intent to profit from the goodwill and reputation of the trademark holder’s brand. This practice not only undermines the efforts of trademark Learn how to combat cybersquatting, use the ACPA, and harness AI monitoring tools to protect your trademark and reclaim infringing domain names online.
- [Luxury Watch's Landmark Win: Shutting Down Online Counterfeiters](https://aegislaw.com/luxurywatchwin/) - The Challenge: Widespread Online Counterfeiting of Luxury Watches LuxuryWatch, a pseudonym for our client, is a prestigious luxury watch brand known for its exquisite craftsmanship and attention to detail. However, they discovered numerous online sellers offering counterfeit versions of their timepieces, eroding their brand value and deceiving consumers. These counterfeit products not only undermined LuxuryWatch’s LuxuryWatch wins a landmark fight against online counterfeiters, shutting down fake sellers, protecting its luxury brand and recovering substantial damages.
- [ElectroTech's Triumph: Shutting Down Counterfeit Sellers on Online Marketplaces](https://aegislaw.com/electrotechs-triumph-shutting-down-counterfeit-sellers-on-online-marketplaces/) - The Challenge: Counterfeit Products on Popular Online Marketplace ElectroTech, a pseudonym for our client, is a well-known manufacturer of high-quality consumer electronics. They were alarmed to discover that a seller on a popular online marketplace was offering counterfeit versions of their products, potentially damaging their brand reputation and causing financial losses. These counterfeit products not ElectroTech shuts down counterfeit sellers on online marketplaces, protecting its brand, customers and recovering damages through platform enforcement.
- [Welcome to the firm, Charles Pulliam!](https://aegislaw.com/charlespulliam/) - We are pleased to announce that Charles S. Pullium III has joined our firm’s growing litigation practice. With over 25 years of experience in corporate and financial litigation, Charles brings a wealth of expertise to our team. As a former partner at Milsap & Singer, LLC, Charles has established himself as a go-to advocate for Meet Charles S. Pullium III, a seasoned litigator with 25+ years of corporate and financial litigation experience, joining our firm’s growing litigation team.
- [Embracing Change: The AI Revolution in Legal Practice](https://aegislaw.com/ai-revolution/) - Article by Scott Levine Change is the only constant in life, an adage that resonates more profoundly today than ever before. In our rapidly evolving world, change is not just inevitable – it’s accelerating at an unprecedented pace, reshaping industries, societies, and individual lives. The legal profession stands at the forefront of this transformative wave. Discover how AI is transforming legal practice, boosting efficiency, improving access to justice and helping lawyers embrace change with confidence today.
- [Why Founders and Employees of Emerging Businesses Need to Understand 83(b) Elections](https://aegislaw.com/why-founders-and-employees-of-emerging-businesses-need-to-understand-83b-elections/) - Entrepreneurs founding startup companies are often unaware of a potentially significant tax liability that can rear its ugly head with respect to stock issued to founders and employees. Emerging business founders often acquire their stock through a restricted stock purchase arrangement providing for time-based vesting. However, this common structure may set the stage for an
- [What Do Those Deal Terms Mean? | VC Experts Blog](https://aegislaw.com/what-do-those-deal-terms-mean-vc-experts-blog/) - Source: What Do Those Deal Terms Mean? | VC Experts Blog Scopri il fascino di Alpino Casino, il preferito dagli italiani Benvenuti a tutti gli amanti del gioco d'azzardo e dell'intrattenimento di alta qualità! Oggi vi condurremo alla scoperta di un vero gioiello nel panorama dei casinò italiani: Alpino Casino. Questo prestigioso casinò non solo
- [The Pre-money vs. Post-money Confusion With Convertible Notes - Feld Thoughts](https://aegislaw.com/the-pre-money-vs-post-money-confusion-with-convertible-notes-feld-thoughts/) - The other day, Mark Suster wrote a critically important post titled One Simple Paragraph Every Entrepreneur Should Add to Their Convertible Notes. Go read it – I’ll wait. Or, if you just want the paragraph, it’s: “If this note converts at a price higher than the cap that you have been given you agree that in the…
- [IRS Tax Section 1202: Excluding Your Gains on Small Business Investments | VC Experts Blog](https://aegislaw.com/irs-tax-section-1202-excluding-your-gains-on-small-business-investments-vc-experts-blog/) - 2016 promises to be another very good year to invest in start-ups because of the extension of significant tax breaks for investors who invest in early stage companies. Investors who invest in small businesses can realize exclusions on capital gains if they choose the right type of company. The Section 1202 exclusion of 100% of
- [Monthly Whiteboard: "10 Myths About Lawyers" | Joel Green | AEGIS Professional Services](https://aegislaw.com/joel-green-esq-10-myths-about-lawyers-youtube/) - AEGIS Law whiteboard webinar Joel Green Esq gives 10 common preconceptions about lawyers and the truth/reality behind them. Watch the full video.
- [EEOC Retaliation Guidance, Part 3: A “Causal Connection” Checklist For Employers | Constangy, Brooks, Smith & Prophete, LLP - JDSupra](https://aegislaw.com/eeoc-retaliation-guidance-part-3-a-causal-connection-checklist-for-employers-constangy-brooks-smith-prophete-llp-jdsupra/) - Source: EEOC Retaliation Guidance, Part 3: A “Causal Connection” Checklist For Employers | Constangy, Brooks, Smith & Prophete, LLP – JDSupra 1win ставки: ваш путеводитель в мир азартных игр России Игры азарта давно являются неотъемлемой частью развлекательной культуры, привлекая миллионы людей по всему миру. В мире азартных игр России одним из популярных онлайн-площадок является 1win
- [Case Study: Friendships Can Only Be Taken So Far](https://aegislaw.com/friendships-can-only-be-taken-so-far/) - Problem: Two childhood friends start a business. Over the course of five years, the business has grown but the revenue has plateaued. Overhead and revenue have increased each year; but, not in step with the original ratio of overhead to revenue. Both owners are frustrated as this has stymied their long-term goal which is to
- [Case Study: Construction Lien Pitfalls](https://aegislaw.com/case-study-construction-lien-pitfalls/) - Problem: A subcontractor signed an agreement with a general contractor in connection construction of a commercial building for a national retailer. The subcontractor’s portion of the work consisted of installing most of the equipment in the building. The agreement provided the subcontractor would be paid only if the general contractor was paid – a “paid-when-paid”
- [Case Study: Running a Contest or Sweepstakes](https://aegislaw.com/running-a-contest-or-sweepstakes/) - Problem: A retailer offered a Facebook sweepstakes to drive traffic to its Facebook page with the chance to win a prize valued at $19.95. The retailer believed that, for such an insignificant prize and because the sweepstakes was for a short period of time, it did not need any official rules or disclaimers, and could
- [Case Study: Comparative Advertising Claims](https://aegislaw.com/comparative-advertising-claims/) - Problem: Proposed package copy for a consumer product contains a claim that the product’s performance is the fastest in its class. When asked to provide support for the claim, the brand manager states that the class comprises all products with a five-year warranty. When then asked to identify which competitive products have a five-year warranty,
- [Case Study: Estate Planning – When is the Right Time? | Joel Green](https://aegislaw.com/estate-planning-when-is-the-right-time/) - Problem: For most families, “estate planning” is often a difficult undertaking. This stems from the notion that planning for the transfer of assets from one generation to the next must include a discussion about illness, mortality and death. This truth is inescapable, however, proper estate planning is best conducted when time is taken to do
- [Case Study: Using L3Cs to Meet For-profit and Non-profit Corporate Objectives | Robert Gold](https://aegislaw.com/using-l3cs-to-meet-for-profit-and-non-profit-corporate-objectives/) - Problem: A father with a teen-age son was in a quandary. Son, recently rendered disabled as a result of a central nervous system virus, needed funds to pay for his rehabilitation and ongoing medical care. Dad, a very successful technology professional with his own company, did not have the time or the resources to provide for
- [Case Study: Jury or No Jury? | Mike Godsy](https://aegislaw.com/jury-or-no-jury/) - Certain cases must be tried to a judge without a jury, but a defendant has a constitutional right (usually!) to a jury trial. It’s not always the right choice, however, depending on (a) the nature of the allegations, (b) the infamy of the defendant, and/or (c) the financial burdens of preparing for a jury trial.
- [Case Study: It’s a Family Affair | by Michael Kime](https://aegislaw.com/aegis-article-its-a-family-affair-by-michael-kime/) - Michael Kime, JD email | bio One of the curses of being a deal attorney and really liking what you do is that sometimes it is hard to turn off the transactional mind. In the middle of a large deal it is difficult to shift to loving, caring husband and father the moment you walk
- [Case Study: Retaining Subcontractors | Nick Schopp](https://aegislaw.com/retaining-subcontractors/) - Problem: A contractor was hired by a large retailer to perform work in one of its stores. The contractor hired a subcontractor to perform a portion of the work: cutting a concrete floor to expose supply lines to be removed and replaced by the contractor. The contractor did not ask the subcontractor to sign a
- [Case Study: Family Business Decisions | Robert Gold](https://aegislaw.com/family-business-decisions/) - Problem: Client’s niece had moved from Texas to St. Louis to live. When niece was a young child (she is now 19), she was in a car accident and suffered a severe head injury. As a result of an insurance settlement, she was to receive millions of dollars in insurance payments throughout her life. The
- [Case Study: Solving The Early Stage Valuation Dilemna | Scott Levine](https://aegislaw.com/solving-the-early-stage-valuation-dilemna/) - Problem: Early-stage client company is conducting a private placement offering of its securities. A legitimate investor is willing to subscribe, but questions our client’s valuation. Because client does not yet have revenue, and because the operations of the company are extremely preliminary in nature, client experiences difficulty defending its valuation against the valuation demanded by the prospective
- [Case Study: "Transition of a Family Business" | Bill Higley](https://aegislaw.com/case-study-transition-of-a-family-business-bill-higley-aegis-professional-services/) - Problem: Clients are husband and wife and own a Dancing studio and retail store that sells related accessories, clothing and shoes. It serves approximately 1800 students and customers per week from ages four to adult. It has been in existence for over 20 years and enjoys a steady growth and strong cash flow. Clients have
- [Case Study: The Importance of a Survey in a Real Estate Deal | Lori DaCosse, JD](https://aegislaw.com/case-study-the-importance-of-a-survey-in-a-real-estate-deal-and-understanding-title-insurance-basics/) - By Lori DaCosse, JD (bio) Problem: A successful East coast professor retired from his profession and determined to move to the Midwest near to where his brother had moved after college. As part of this relocation, the professor decided to acquire farm land and transition it into an admission paying wildlife sanctuary. He went under
- [Case Study:  Commercial Leases and Termination Clauses | Lori DaCosse, JD](https://aegislaw.com/case-study-commercial-leases-and-termination-clauses-lori-dacosse-jd/) - By Lori DaCosse, JD (bio) Problem: A successful regional business (“Tenant”) executed a commercial office lease for Class A office space that contained a termination provision upon the Tenant occupying the real estate for a threshold period and upon the payment of a penalty. The monthly lease payment contributed to thirty percent (30%) of the
- [Case Study:  Raising the Minimum Wage | Sheldon Korlin, JD](https://aegislaw.com/case-study-commercial-leases-and-termination-clauses-lori-dacosse-jd-2/) - By Sheldon Korlin, JD (bio) Problem: Mid-sized manufacturing company has 65 employees. They manufacture metal and plastic casings and assemble the final products after purchasing parts for the machine from other suppliers and raw materials for the casings. Of those 65 employees, 8 earn between the minimum wage of $7.25/hour and $9.75/hour. Assume in 2017, Congress
- [Case Study:  Deadlock Provisions in Corporate Governance Documents | Lori DaCosse](https://aegislaw.com/case-study-deadlock-provisions-in-corporate-governance-documents-lori-dacosse/) - By Lori DaCosse (bio) Problem: Two clients are engaging in a new business enterprise: both are providing capital and substantive know-how. The principals desire to form a limited liability company where each client has a fifty percent (50%) ownership stake and corporate governance is by majority vote. Given the early stage and speculative nature of
- [US Supreme Court Decision May Have Effects Beyond Internet Sales Taxes](https://aegislaw.com/us-supreme-court-decision-may-have-effects-beyond-internet-sales-taxes/) - CLIENT ALERT: US SUPREME COURT DECISION MAY HAVE EFFECTS BEYOND INTERNET SALES TAXES South Dakota v. Wayfair, Inc., et al. 585 US____ (2018) Norman S. Newmark, JD, LLM (Taxation) Rochelle Walk, JD AEGIS Law ©2018 AEGIS Law All Rights Reserved. Introduction. IN a stunning reversal of prior constitutional precedent, the US Supreme Court held
- [AEGIS: Free Estate Planning Consultation](https://aegislaw.com/aegis-free-estate-planning-consultation/) - There are many reasons why everyone should consider estate planning. Having a good estate plan in place will make sure your assets are managed and disposed of in the manner that you prefer when you die or become incapacitated. Estate planning also helps defer tax burdens associated with the wealth transfer tax system. It also protects any inheritances
- [The Financial Business Case for Sales Operations](https://aegislaw.com/the-financial-business-case-for-sales-operations/) - The Financial Business Case for Sales Operations When facts appear to be opposed by a long train of assumptions, the danger is that it invariably proves to be capable of bearing some other form of interpretation. ‐-­‐ Sherlock Holmes What Effective Sales Operations Accomplishes This paper provides a mathematical, evidence-­‐based business case for considering the
- [Find the Best Lawyer for Your Startup with This Off-the-Record Advice](https://aegislaw.com/find-the-best-lawyer-for-your-startup-with-this-off-the-record-advice-2/) - Ken Callander’s helps all kinds of startups work with their lawyers. Here he shares secrets for increasing productivity and cutting costs. Source: Find the Best Lawyer for Your Startup with This Off-the-Record Advice
- [Norm Newmark: The Patient Protection and Affordable Care Act Practical Implications for Business Owners](https://aegislaw.com/norm-newmark-the-patient-protection-and-affordable-care-act-practical-implications-for-business-owners/) - By Norman Newman, JD In perhaps the most sweeping healthcare legislation ever enacted in this country, Congress passed and President Obama signed the Patient Protection and Affordable Care Act into law on March 23, 2010 (as amended by the Health Care and Education Reconciliation Act of 2010, “PPACA”). The PPACA was subsequently amended by the
- [Challenges That Companies Face When Trying to Grow - A Conversation with Matthew Leisman](https://aegislaw.com/challenges-companies-face-grow-matthew-leisman-podcast/) - There are numerous challenges that companies face when trying to grow including managing costs, increasing revenue, hire new recruits, and increasing employee advocacy and loyalty. Matthew Leisman, Advisor and Equity Partner from Westport Advisory Group LLC in Kansas City, shares with us on the AEGIS Podcast how he helps companies overcome some of these hurdles.
- [Smart Networking for Business and Personal Success - With James Canada](https://aegislaw.com/smart-networking-for-business-and-personal-success-with-james-canada/) - One of James Canada’s most memorable periods in his career is when his business grew from zero to 75 clients in just one year! Today, he can trace the success back to one source – Smart Networking – the system and philosophy that he devised, practiced and refined throughout his career. Smart Networking for Business
- [Choice of Individual or Corporate Fiduciaries for Estate Planning - With Norman Newmark, JD](https://aegislaw.com/individual-corporate-fiduciaries-estate-planning/) - To download transcript, click here. Norman Newmark’s practice is focused on tax, estate planning and corporate matters, and he serves as the head of the firm’s tax department. He has an extensive transactional practice involving sophisticated trusts, business entity formation, mergers and acquisitions, buy-sell agreements, and other recognized planning for individuals, health care practices, businesses and
- [Using Life Insurance and Business Succession Estate Plans - With Norman Newark](https://aegislaw.com/using-life-insurance-business-succession-estate-plan-norman-newark/) - Norman Newmark nnewmark@aegisps.com For a complete transcript of this Podcast, click here. Norman Newmark’s practice is focused on tax, estate planning and corporate matters, and he serves as the head of the firm’s tax department. He has an extensive transactional practice involving sophisticated trusts, business entity formation, mergers and acquisitions, buy-sell agreements, and other recognized planning for
- [Second Saturday Workshops: Legal, Financial and Emotional Guidance for Women Going Through Divorce](https://aegislaw.com/second-saturday-workshops-legal-financial-and-emotional-guidance-for-women-going-through-divorce/) - Going through a divorce can feel confusing, isolating and stressful. You’re experiencing an enormous life change, and even if your split seems amicable, you still may wonder whom you can trust or even where to go for the most current information. For decades, Second Saturday workshops have been a place for women to come together.
- [Litigated Divorce](https://aegislaw.com/litigated-divorce/) - Although the 1979 film Kramer vs. Kramer immortalized divorce trials for Hollywood, in real life, the vast majority of divorces never reach the stage at which the parties litigate issues in front of a judge. Many divorcing couples take advantage of out-of-court alternatives, such as non-contested divorce, mediation and collaborative divorce proceedings. Still, sometimes litigated
- [Non-Contested Divorce](https://aegislaw.com/non-contested-divorce/) - If both you and your spouse not only agree that it’s time to divorce, but you also agree on major property, financial and child-related decisions, you may consider pursuing a non-contested divorce. “Non-contested divorce” is just what it sounds like. One spouse, through an attorney, files the appropriate paperwork, which includes the grounds for divorce,
- [Divorce Meditation](https://aegislaw.com/divorce-meditation/) - Divorce mediation is an excellent choice for couples interested in working together to arrive at the best solutions for both parties. Through mediation, the couple meets with a neutral third-party—such a family law attorney—who guides the couple through legal decisions regarding important issues such as property division, custody and financial support. Mediation can be an
- [Collaborative Divorce](https://aegislaw.com/collaborative-divorce/) - For divorcing couples who want to avoid courtroom battles, a collaborative divorce process may be the answer. In a collaborative divorce, a form of alternative dispute resolution (ADR), the parties and their attorneys—specially trained in collaborative divorce procedures—come together to reach agreements regarding important issues such as child custody, financial support and property division. Because
- [3 Things Media Companies Need to Know About Protecting Their IP](https://aegislaw.com/3-things-media-companies-need-to-know-about-protecting-their-ip/) - If you take a look at Fast Company’s 2018 List of the World’s Most Innovative Companies, you’ll notice something. Digital technology fuels the leading companies in the media sector. Whether it be podcasters, news aggregators or digital platforms for artists, today’s media companies must use technology to their advantage if they want to survive. Given
- [BRG Capital Advisors, LLC Guides Atlys Global Finance, LLC on $500 Million Committed Senior Debt Facility](https://aegislaw.com/brg-capital-advisors-llc-guides-atlys-global-finance-llc-on-500-million-committed-senior-debt-facility/) - NEW YORK, Aug. 21, 2018 /PRNewswire/ — BRG Capital Advisors, LLC served as the advisor to Atlys Global Finance, LLC, which closed a $500 million committed senior debt facility with a large institutional investor for their Federal Contracting Financing Program (FCFP). FCFP is a response to the substantial need by contractors working in the disaster recovery space. The program provides immediate access
- [Preparing Your Business for Your Exit Strategy](https://aegislaw.com/preparing-your-business-for-your-exit-strategy/) - Although it may seem odd to prepare for your exit long before it happens, every business owner should have an exit plan from day one. Potential investors will want to know your long-term plans and your exit plan may determine how you operate or organize your company. But once you get to the point where
- [Innovate St. Louis - Innovation Stories](https://aegislaw.com/innovate-st-louis-innovation-stories/) - After twenty years of working in St. Louis to support entrepreneurs, founders, venture funds, and investors, I felt I had my finger on the pulse of St. Louis. That is, until I embarked on the publication of a book to showcase a portion of the St. Louis innovation ecosystem. In curating the stories for the
- [AEGIS Law Attorney Rochelle Walk Interviewed](https://aegislaw.com/aegis-law-attorney-rochelle-walk-interviewed/) - Recently, AEGIS Law attorney Rochelle Walk sat for an interview with Nate Lind of Website Closers. To view, click here.
- [Connecting in a Crisis](https://aegislaw.com/connecting-in-a-crisis/) - "It’s a strange time to be marketing – but the fundamental need to attract, win and retain business has never been more acute. Moreover, this is a time when people need lawyers. Individuals and companies will rely on attorneys to help them interpret what’s next in the management of the pandemic and the economy." This
- [Revenue is vanity, profit is sanity and cash flow is reality...](https://aegislaw.com/revenue-is-vanity-profit-is-sanity-and-cash-flow-is-reality/) - ... HOWEVER, having AEGIS Law appear on this list again (#25) with 70% growth over the past three years is a testament to the growing community of lawyers choosing to practice with AEGIS Law. So TOOT TOOT and much gratitude to our entire team!
- [Press Release: AEGIS Expands with New Headquarters](https://aegislaw.com/2951-2/) - FOR IMMEDIATE RELEASE November 5, 2017 Business Law Firm AEGIS Expands with New Headquarters on their 15th Anniversary New Frontenac location embodies firm’s growth and business philosophy of valuing clients as friends. AEGIS Professional Services, a well-known law firm in St. Louis representing emerging and established businesses, recently completed a real estate transaction of their
- [Getting Divorced? Update These Finance-Related Documents ASAP](https://aegislaw.com/what-does-legal-marijuanas-big-moment-mean-for-your-business/) - In Hillman v. Maretta, the U.S. Supreme Court was faced with the question of whether an ex-wife was entitled to proceeds of a life insurance policy when her former husband died. Before his death, he remarried but never changed his designated beneficiary to the new spouse. Although Virginia state law permits the new spouse to
- [The AEGIS Podcast: Interview with Sheldon Korlin: Effective Use of Commercial Insurance to Mitigate Risk](https://aegislaw.com/the-aegis-podcast-interview-use-of-commercial-insurance/) - Sheldon Korlin is considered the “Grandfather of Brownfields” law in Missouri because he wrote the Missouri Abandoned Property Reuse Act in 1995 to put contaminated properties back into productive use. He also wrote major portions of the 1997 Amendments to that law and worked with the Missouri Department of Economic Development to write the first
- [The AEGIS Podcast: Business Succession Planning, Interview with Norman Newmark](https://aegislaw.com/the-aegis-podcast-business-succession-planning-interview-with-norman-newmark/) - For many entrepreneurs, the most valuable asset they own is the equity in their closely-held businesses. The best way to realize that value is through a sale – either to family or an outside investor. However, most businesses are not run with an eye towards exit. This type of planning is best done in well
- [Tax Cuts and Jobs Act: Analysis of Key Business Provisions (Part II)](https://aegislaw.com/tax-cuts-and-jobs-act-analysis-of-key-business-provisions-part-ii/) - New Law: The new law provides a deduction for individual taxpayers who receive income from pass-through entities (e.g. S corporations and partnerships) roughly equal to 20% of each owner’s share of such income, subject to various limitations and exclusions. Analysis: The new deduction will be a boon for recipients of this income, but may generate
- [Stunning New IRS Rules Jeopardize LLC Investors With Potential Tax Liability](https://aegislaw.com/stunning-new-irs-rules-jeopardize-llc-investors-with-potential-tax-liability/) - Congress just passed technical corrections to the new IRS partnership audit and collection rules, and the result is nothing short of shocking. Basic corporate/LLC law has traditionally provided that an equity investor only risks his or her investment in a company, and is generally not personally liable for company debts. This invites investment and capital
- [SPECIAL AEGIS REPORT: Republican Victories Bode Well for Sweeping Tax Reform](https://aegislaw.com/special-aegis-report-republic-victories-bode-well-for-sweeping-tax-reform/) - SPECIAL REPORT: REPUBLICAN VICTORIES BODE WELL FOR SWEEPING TAX REFORM By, Norman S. Newmark, JD, LLM (Tax) (bio | Email Norm) The recent election of Donald Trump as the 45th President of the United States along with continued Republican control of both houses of Congress mean the biggest chance for sweeping tax reform since the
- [SPATE OF NEW IRS REGULATIONS  PORTENDS SUBSTANTIAL INCREASE IN LLC TAX AUDITS](https://aegislaw.com/spate-of-new-irs-regulations-portends-substantial-increase-in-llc-tax-audits/) - IN recent weeks the Treasury Department has issued nearly 300 pages of new regulations on the new partnership audit and collection rules, commonly known and referred to as the centralized partnership audit regime or “BBA,” for short. More regulations are expected to follow in ensuing months. These new regulations augment more than 200 pages of
- [Pete Salsich Joins AEGIS Intellectual Property and Corporate Law Practice](https://aegislaw.com/pete-salsich-joins-aegis/) - We are pleased to announce that Pete Salsich has joined AEGIS Professional Services to expand his law practice while continuing to serve as General Counsel for Coolfire companies. For the past four years, Pete has been General Counsel for Coolfire Studios, LLC (an entertainment content creation studio), Coolfire Solutions, Inc. (a mobile software development studio focused on the military
- [How to Protect Yourself From Sophisticated Real Estate Transaction Scams](https://aegislaw.com/how-to-protect-yourself-from-sophisticated-real-estate-transaction-scams/) - With reports of serious data hacks at Target, Equifax and other online retailers, chances are that most people have taken at least a few measures to protect their personal data online. But if you are in the market to purchase a home, you may not be aware of just how vulnerable you are to cybercrime.
- [How To Find The Right Mentor(S) To Take Your Firm To The Next Level?](https://aegislaw.com/how-to-find-the-right-mentors-to-take-your-firm-to-the-next-level/) - by Scott Levine, Founder & Managing Member of AEGIS Law (slevine@aegislaw.com) When it comes to scaling your law firm, establishing a relationship with an attorney mentor can help you see potential pitfalls and opportunities for growth that you may not recognize otherwise. While some mentors might be great for supervising your work and honing your
- [How to Clarify Your Strengths and Weaknesses as an Attorney - and What to Do with That Information](https://aegislaw.com/how-to-clarify-your-strengths-and-weaknesses-as-an-attorney-and-what-to-do-with-that-information/) - An important part of remaining engaged and satisfied in the legal profession involves knowing your strengths and weaknesses as an attorney. But how do you figure out where you’re fantastic and where you’re not so great? It’s easier than you think. Assess yourself. Assessing yourself as an attorney involves not just focusing on your area
- [How Can You Sell Your Business When Amazon Says Its Seller Accounts Aren’t Transferable?](https://aegislaw.com/how-can-you-sell-your-business-when-amazon-says-its-seller-accounts-arent-transferable/) - The internet has opened many doors for merchants, big and small. With the advent of online marketplaces like Amazon, Etsy, Shopify, WalMart and Ebay, sellers can more easily get their merchandise into the hands of sellers across the world. But what happens when you spend time building up an account with positive product and merchant
- [Part II: Handling Your Estate Plan During and After Divorce: Death After Divorce](https://aegislaw.com/handling-your-estate-plan-during-and-after-divorce-death-after-divorce/) - Read our complete guide for everything you need to know about handling your estate plan during and after divorce by AEGIS Law attorney Mary Neff.
- [Getting Divorced While Dealing with a Teen Rebellion in Your House](https://aegislaw.com/getting-divorced-while-dealing-with-a-teen-rebellion-in-your-house/) - Divorce is painful on a child at any age. While divorcing when children are older may spare everyone awkward moments of enforced access, it does very little to help ex-spouses cope with teen rebellion. According to Psychology Today, there are two common forms of adolescent rebellion – rebellion of non-conformity and rebellion of non-compliance. Rebellion
- [FINRA Proposes New Category Of Broker-Dealer For “Capital Acquisition Brokers”](https://aegislaw.com/finra-proposes-new-category-of-broker-dealer-for-capital-acquisition-brokers/) - In December, 2015, FINRA proposed rules for a whole new category of broker-dealer, called “Capital Acquisition Brokers” (“CABs”), which limit their business to corporate financing transactions. In February 2014 FINRA sought comment on the proposal, which at the time referred to a CAB as a limited corporate financing broker (LCFB). Following many comments that the
- [Fascinating Lessons From the Case of Mattel v. MGA/Barbie v. Bratz (Part II)](https://aegislaw.com/fascinating-lessons-from-the-case-of-mattel-v-mga-barbie-v-bratz-part-ii/) - In Part I of this story [link to Part I], we talked about the infamous case where Barbie sued Bratz. The mastermind behind the glamorous Bratz dolls, Carter Bryant, worked for Mattel as a Barbie clothing designer while pitching the Bratz doll idea to MGA Entertainment. Mattel sued Bryant and MGA for stealing its intellectual
- [Fascinating Lessons From the Case of Mattel v. MGA/Barbie v. Bratz (Part I)](https://aegislaw.com/fascinating-lessons-from-the-case-of-mattel-v-mga-barbie-v-bratz-part-i/) - Barbie is an icon. A fashion forward doll and the first of its kind marketed to American girls, Barbie is a style and toy giant. But when the Bratz dolls came along in the early 2000’s, Barbie faced some stiff competition for the first time in 40 years. Bratz dolls, with their oversized heads and
- [Everything You Need to Know About the EU's Controversial New Copyright Law](https://aegislaw.com/everything-you-need-to-know-about-the-eus-controversial-new-copyright-law/) - On September 12, 2018 the European Union approved controversial amendments its Copyright Directive. The intent of the Copyright Directive is to help translate the EU’s single market strategy in the digital arena. However, critics have significant concerns when it comes to how these amendments will affect internet users in the long run. There is still
- [Entrepreneurs Transform Cities, Not Football | Carter Williams, iSelect Fund](https://aegislaw.com/entrepreneurs-transform-cities-not-football-carter-williams-linkedin/) - This week a Business Insider article listed St Louis as the fastest-growing startup scene in the US with 342.7% deal growth in 2015 and 33.02% growth since 2012. This is great news for a city that was just shunned by the NFL and publicly insulted by one of its native sons in the process. St.
- [EEOC Retaliation Guidance, Part 2: Was your employment action "adverse"?](https://aegislaw.com/eeoc-retaliation-guidance-part-2-was-your-employment-action-adverse-employment-labor-insider/) - What’s a “materially adverse employment action”? This is the second part in what should be a three-part series (it’s possible that we’ll need four) on the Source: EEOC Retaliation Guidance, Part 2: Was your employment action “adverse”? | Employment & Labor Insider
- [Divorcing When You Have 3 or More Children: Best and Worst Practices](https://aegislaw.com/divorcing-when-you-have-3-or-more-children-best-and-worst-practices/) - Divorce is never easy. For larger families divorce can be even more complicated, but it doesn’t have to be overwhelming. Preparation, getting the right support, and making sure you educate yourself on the right and wrong things to do can make the process a little less painful. Let’s take a look at some of the
- [The Four Dispute Resolution Processes During Divorce Proceedings - With Mary Neff](https://aegislaw.com/dispute-resolution-processes-divorce-mary-neff/) - Many people think they know what getting divorced looks like. But did you know that there are different ways to get divorced? Did you know that you and your spouse can control how involved the Judge becomes when making decisions about your property, budget and children? Listen to hear more about your different options when
- [Article: Delaware Electronic Communications Consents from & Notices to Stockholders](https://aegislaw.com/article-delaware-electronic-communications-consents-from-notices-to-stockholders/) - By Maureen Miller, JD (bio | email) Collecting stockholder consent by email can be more complicated than collecting director consent by email. If your company is incorporated in a state like Delaware that permits stockholders to consent by electronic transmission, developing a process for collecting these consents is key to ensuring that the stockholder action is
- [5 Ways the Traditional Law Firm Model Frustrates Clients to No End](https://aegislaw.com/5-ways-the-traditional-law-firm-model-frustrates-clients-to-no-end/) - When a client is unhappy with his attorney not only is he likely to post a bad review online, he also may file an ethics complaint with the local bar association. Sometimes a client’s ethics complaint is genuinely warranted. However, there are other instances where a client’s complaint is a result of his frustration with
- [Monthly Whiteboard: "Moving to the Cloud" | Tom Swip | Swip Information Systems](https://aegislaw.com/tom-swip-the-cloud-youtube/) - AEGIS Law whiteboard webinar Tom Swip, Swip Systems, demystified "the Cloud" what it is, how it works, what you need to know to use it safely. Watch now
- [Whiteboard Webnar: "Making Mobile Apps a Reality" | Tom Swip | Swip Information Systems](https://aegislaw.com/tom-swip-making-mobile-apps-a-reality-youtube/) - AEGIS Law whiteboard webinar Tom Swip, Swip Systems, takes you through the best way to develop a mobile app & get it to market. Watch today
- [Monthly Whiteboard: "Social Media Marketing Law" | Brian Hostetler](https://aegislaw.com/social-media-marketing-law-brian-hostetler-youtube/) - AEGIS Law whiteboard webinar Brian Hostetler talks about social media marketing law. Watch the full video today!
- [Monthly Whiteboard: "Your Digital Footprint" | Jared Peno](https://aegislaw.com/jared-peno-your-digital-footprint-youtube/) - AEGIS Law whiteboard webinar Jared Peno talks about internet privacy, your digital footprint and how to fool the data miners. Watch now
- [Monthly Whiteborad: "Estate Planning" | Eric Westacott](https://aegislaw.com/eric-westacott-digital-estate-planning-youtube/) - AEGIS Law weekly whiteboard webinar. AEGIS Eric Westacott discusses laws policies & lack thereof in regard to ownership & passing along of digital assets.
- [Monthly Whiteboard: "Deciphering Your Audience Without Losing Your Mind" | Kristen Edens](https://aegislaw.com/deciphering-your-audience-without-losing-your-mind-kristen-edens-youtube/) - AEGIS Law whiteboard webinar Kristen Edens helps you figure out who your audience is, how & what to blog to them in a clever flowchart process. Watch now
- [Monthly Whiteboard: "Creativity" | Bill Higley | AEGIS Professional Services](https://aegislaw.com/creativity-with-bill-higley-aegis-youtube/) - AEGIS Law whiteboard webinar. Bill Higley discusses tools to get your creativity going. Watch now by visiting our page.
- [Monthly Whiteboard: "Digital Marketing Based on Consumer Behavior" | Cassi Niekamp](https://aegislaw.com/cassi-niekamp-digital-marketing-based-on-consumer-behavior-youtube/) - AEGIS Law whiteboard webinar Digital Marketing Based On Consumer Behavior. Cassi Niekamp, RevLocal discusses how you get found on Google searches.
- [Monthly Whiteboard: "Structured Creativity 1" | Bill Higley](https://aegislaw.com/bill-higley-esq-structured-creativity-1-youtube/) - AEGIS Law whiteboard webinar Structured Creativity 1. Bill Higley takes the group through one exercise of the creative process using analogy to spark ideas.
- [AEGIS Law Launches Cannabis Practice](https://aegislaw.com/aegis-law-launches-cannabis-practice/) - We invite you to celebrate the launch of AEGIS Law cannabis practice. Get the best practices in the highly regulated cannabis market. Visit or call us today.
- [CLE Seminar: Handling the Sale of a Business](https://aegislaw.com/cle-seminar-handling-the-sale-of-a-business/) - AEGIS Attorneys Scott Levine, Arthur Fillmore, Norman Newmark & Maureen Miller will be presenting a CLE, sponsored by NBI, on Handling the Sale of a Business on Friday, March 10, 2017. _________________________________ Program Description: Deepen Your Understanding of Business Acquisitions Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a
- [The AEGIS Podcast: Interview with Stacy Taubman, CEO: Rise Collaborative Workspace](https://aegislaw.com/the-aegis-podcast-interview-with-stacy-taubman-ceo-rise-collaborative-workspace/) - Stacy Taubman is a thought leader in female empowerment and entrepreneurship. Before going out on her own as an entrepreneur, she worked for 12 years in the academic world as a high school math teacher and earned Masters in both Administration and Counseling. In 2013, Stacy founded Girls Dreaming Big, a tutoring and coaching company
- [GDPR Compliance Becomes Law: Ready for May 25?](https://aegislaw.com/gdpr-compliance-becomes-law-ready-for-may-25/) - On May 25, General Data Protection Regulation (GDPR) becomes law in the European Union, vastly expanding the regulations that apply to all companies processing the data of EU subjects. Why should US companies care? Because any site that touches the EU must comply. Therefore, if your company has an online presence—even if it’s based in
- [CLE Seminar: Tax Election Considerations, Tax Provisions and Other Key Issues](https://aegislaw.com/cle-seminar-tax-election-considerations-tax-provisions-and-other-key-issues/) - AEGIS Attorney Norm Newmark will be presenting a CLE, sponsored by NBI, on January 20, 2017. For more information, click here. _________________________________ Tax Election Considerations, Tax Provisions and Other Key Issues When should an LLC elect to be taxed as a disregarded entity vs. partnership vs. corporation? What are the tax consequences of selling LLC
- [Two Minute Legal Clinic: What is Convertible Debt and When is it Appropriate?](https://aegislaw.com/two-minute-legal-clinic-what-is-convertible-debt-and-when-is-it-appropriate/) - Scott Levine | slevine@aegisps.com | Bio Many early stage companies take on “convertible debt” as a means of getting their first substantial dollars into their company for operations. For a long time, when an early- or seed-stage company needed capital, entrepreneurs would wrestle with investor over an appropriate valuation for the company’s equity. The difficulty that no one
- [AEGIS Law Opens Tampa Office, joins forces with Walk Law Firm](https://aegislaw.com/aegis-law-and-walk-law-firm-join-forces/) - We are pleased to announce that, effective July 1, we have integrated the attorneys of Walk Law Firm into AEGIS Law. We are thrilled because this change will allow us to show up for our clients in more powerful ways than we already do, offering them even more resources, tools and expertise to serve their
- [CEO “Experience Share”: Panel Discussion](https://aegislaw.com/ceo-experience-share-panel-discussion/) - Please join AEGIS Law, UHY and experienced CEOs Elizabeth Zucker, Ryan Mortland, and Josh Stevens for a panel discussion and "experience share" facilitated by Scott Levine and Beth Schulte. The event will take place during Venture Cafe at 4240 Duncan on Thursday, February 8, 5:30 in the Havannah Room. No registration required. For more information,
- [SEC Study On Unregistered Offerings](https://aegislaw.com/securities-law-going-public-reverse-mergers-registration-statements-sec-law-corporate-law/) - SEC Study On Unregistered Offerings. The Official Blog of Legal & Compliance, LLC. In October 2015, the SEC Division of Economic and Risk Analysis issued a white paper study on unregistered securities offerings from 2009 through 2014 (the “Report”). Source: Securities Law Blog
- [Avoiding Captive Insurance Companies by Rod Atherton](https://aegislaw.com/the-importance-of-attorney-recruiting-2-2-2-2-3/) - By Rod Atherton, Denver (ratherton@aegislaw.com) “The fastest way to change yourself is to hang out with people who are already the way you want to be.” If you ever served in the military, you have unique skills and insights that will serve your clients well. And that is just as true if you were an
- [How Serving Your Country in the Armed Forces Uniquely Positions You to Serve Clients](https://aegislaw.com/the-importance-of-attorney-recruiting-2-2-2-2/) - By Jeff Baughman, Tampa (Jbaughman@aegislaw.com) “The fastest way to change yourself is to hang out with people who are already the way you want to be.” If you ever served in the military, you have unique skills and insights that will serve your clients well. And that is just as true if you were an
- [Well, that was fun.](https://aegislaw.com/well-that-was-fun/) - Last week, Scott Levine, AEGIS Law's founder, hosted an entrepreneur-focused event featuring two of the most prolific artists jazz musicians in the world. In addition to playing incredible music, the artists riffed with each other on all manner of business topics relating to their entrepreneurial journey. A special thanks to Christian McBride, Peter Martin and
- [Looking for a new home?](https://aegislaw.com/recruiting/) - Looking for a change? We are excited to have built a better law firm business model and are happy to share it with like-minded professionals (hint: we are not a traditional inverted pyramid). Our structure allows us to eliminate much of the traditional law firm overhead and to share those savings with our clients and
- [Dating Before You Marry: Is a Tryout a Good Recruiting Method?](https://aegislaw.com/dating-before-you-marry-is-a-tryout-a-good-recruiting-method/) - Whether you’re a firm contemplating hiring a new partner or you’re an attorney looking for a new home, the process is fraught with uncertainty. Making the wrong choice can cost you a lot of money and a lot of time. Aside from the costs of a failed partnership, you shouldn’t discount the value of the
- [AEGIS Law Headquarters Building Complete](https://aegislaw.com/aegis-law-headquarters-building-complete/) - One of the key distinguishing characteristics of AEGIS Law is a contemporary business model in which we blend the full-service features of a centralized office – our “Hub” – with the efficiency and geographic scope of a national law firm, with our “Spoke” lawyers situated close to clients across the country while collaborating with our
- [Innovate St. Louis - Book](https://aegislaw.com/innovate-st-louis-book/) - Earlier this year, we partnered with a publisher, Global Village, https://aegislaw.com/wp-content/uploads/2019/07/Innovate-St.-Louis-Movie.mp4
- [Which Attorneys are Happiest, and Why, According to Science? (Scott Levine)](https://aegislaw.com/which-attorneys-are-happiest-and-why-according-to-science-scott-levine/) - A recent American Bar Association (ABA) study on the rates of substance abuse and mental health issues among attorneys confirmed what many lawyers already know. Attorneys are not happy. According to the study, attorneys experience higher rates of alcohol abuse disorders, and 28% of lawyers suffer from some form of depression. Although the ABA study
- [How To Create a Culture at Your Law Firm That Brings Out Everyone's Best](https://aegislaw.com/how-to-create-culture/) - by Scott Levine (bio), Managing Member of AEGIS Law When a law firm provides an environment where all employees enjoy spending their time, the practice thrives. However, far too many firms fall down on the job when it comes to creating an inspiring work environment. By focusing more on higher billables instead of office culture,
- [4 Myths About Divorce Mediation That Are Still Widely Believed](https://aegislaw.com/4-myths-about-divorce-mediation-that-are-still-widely-believed/) - Whether you’re heading into divorce with a basic agreement or you and your spouse can’t agree about much, mediation can help. But there are a lot of rumors about mediation floating around that simply aren’t true, so we tackled the big ones: Mediation makes divorce take longer. Nope. In almost all cases, mediation takes less
- [South Dakota v. Wayfair Decision: Compliance Chart](https://aegislaw.com/south-dakota-v-wayfair-decision-compliance-chart/) - Businesses are now facing multi-state sales and use taxation as a result of the US Supreme Court decision in South Dakota v. Wayfair, Inc., et al. in June. However, state level statutes, regulations and rulings will determine whether and to the extent a given company will be required to collect and remit sales and use
- [Why the Traditional Law Firm Model Must Be Disrupted, ASAP](https://aegislaw.com/why-the-traditional-law-firm-model-must-be-disrupted-asap/) - In June, Deloitte UK announced an alliance with a boutique immigration law firm. Last year, PricewaterhouseCoopers announced plans to open a law firm in Washington D.C. to handle international business matters. And just a couple weeks ago, Ernst & Young acquired Riverview Law, an alternative legal services company that provides fixed-fee services to in-house legal
- [The Origin Story of the Traditional Law Firm Model](https://aegislaw.com/the-origin-story-of-the-traditional-law-firm-model/) - At its essence, the traditional law firm model is this: a client comes in with a legal problem, and an attorney charges by the hour to resolve it. Even though the billable hour concept is well known, what isn’t as clear is how this model got started. When did hourly billing begin? Have attorneys always
- [The Next Supreme Court Justice and the Future of US Intellectual Property Law](https://aegislaw.com/the-next-supreme-court-justice-and-the-future-of-us-intellectual-property-law/) - When Justice Anthony Kennedy announced his retirement from the Supreme Court, people immediately became concerned about what his decision might mean for hot-button issues like immigration and abortion. What no one saw coming was the effect that a new Supreme Court justice might have on the future of intellectual property. Enter Judge Brett Kavanaugh. Judge
- [When Public Figures Go Private:  How to Keep A High Profile Divorce Out of the Public Eye](https://aegislaw.com/when-public-figures-go-private-how-to-keep-a-high-profile-divorce-out-of-the-public-eye/) - Celebrities aren’t the only people who struggle to keep details of their divorce out of the public view. Many couples have business, political or social reasons for wanting to keep their separation discreet. Fortunately, there are legal tools available to protect the privacy of divorcing couples. To that end, here are four of the most
- [The Secrets of Attorney Job Satisfaction](https://aegislaw.com/the-secrets-of-attorney-job-satisfaction/) - The stereotype of the depressed and angry attorney is one we all know. Recent surveys indicate that associate attorneys rate their job satisfaction lower than any profession in the country and attorney rates of depression are at an all-time high. Nevertheless, there are content attorneys. An attorney who is satisfied, engaged and connected with her
- [What You Need to Know About Invention Assignment Agreements](https://aegislaw.com/what-you-need-to-know-about-invention-assignment-agreements/) - One way for a company to protect its intellectual property—such as trademarks, trade secrets and patents—is to require employees, consultants, independent contractors and even partners to sign what’s known as an “invention assignment agreement.” Do you think you might need one for your business? Read on. What do invention assignment agreements do? Invention assignment agreements
- [A Case Study in GDPR Compliance:  A New York Boutique](https://aegislaw.com/a-case-study-in-gdpr-compliance-a-new-york-boutique/) - Let’s imagine a boutique in Chelsea, a chic Manhattan neighborhood. Let’s say that store gets 40% of sales from customers who stroll into its cozy space in a row of Georgian buildings. But the rest of its sales are online—to customers in London, Amsterdam, Munich and around the world. With the new European Union General
- [Preparing for GDPR Roll Out:  What You Can (and Should) Do ASAP](https://aegislaw.com/preparing-for-gdpr-roll-out-what-you-can-and-should-do-asap/) - On May 25, the European Union’s new General Data Protection Regulation (GDPR) goes into effect, and organizations and businesses must aim for compliance as soon as possible. Steep fines await those who don’t meet governing regulations. But the new regulations can be daunting, not to mention confusing. A recent New York Times article explained, “the
- [Effects of Divorce on Children and How You Can Help](https://aegislaw.com/effects-of-divorce-on-children-and-how-you-can-help/) - Divorce is a highly emotional time for all parties involved, and unfortunately, that also includes children. Children of divorced parents often show higher levels of stress, depression and aggression than their peers from intact homes. Moreover, children from single-parent homes may be less physically healthy than children whose parents have remained married. If you’re going
- [Protecting Your Privacy in a Missouri Divorce](https://aegislaw.com/getting-divorced-update-these-finance-related-documents-asap/) - Going through a divorce can be one of the most vulnerable times in your life, especially as you watch other people discuss your personal details. And in fact, court pleadings and motions are matters of public record, which means that many documents related to the dissolution of marriage, as Missouri calls divorce, are indeed public.
- [PPT: Intellectual Property Issues are Everywhere](https://aegislaw.com/intellectual-property-issues-are-everywhere/) - SPOTTING IP ISSUES, CHALLENGES AND OPPORTUNITIES FOR BUSINESS ATTORNEYS Pete Salsich III has been General Counsel for Coolfire Studios, LLC (an entertainment content creation studio), Coolfire Solutions, Inc. (a mobile software development studio focused on the military and commercial enterprise), and MedAware Solutions, Inc. (a mobile software platform company focused on the healthcare industry). Since joining AEGIS, Pete continues to
- [Tax Cuts and Jobs Act: Analysis of Key Business Provisions](https://aegislaw.com/tax-cuts-and-jobs-act-analysis-of-key-business-provisions/) - New Law: The new law eliminates graduated corporate rates and provides a flat 21% rate for taxable income of all C corporations, including those which are PSCs (personal service corporations). Analysis: The new rate will greatly benefit corporations formerly subject to higher graduated rates. Pass-through entities (S corporations and partnerships) may want to reconsider the
- [The AEGIS Podcast: St. Louis Entrepreneurs and How They Got Their Start Part II, Interview with David Singer](https://aegislaw.com/the-aegis-podcast-new-entry/) - Download this episode (right click and save) Part II of the "St. Louis Entrepreneurs and How they Got Their Start" podcast, featuring an interview with David Singer, CEO of Warehouse of Fixtures. David is in charge of overall company management and strategy. He is also responsible for developing and maintaining relationships with key accounts and
- [Second Saturday Workshops Empower and Educate!](https://aegislaw.com/our-second-saturday-workshops-empower-and-educate/) - If you are going through a divorce, or considering a divorce, you know that the process can be overwhelming, fraught with emotion, and can create complicated legal issues. Women going through the divorce process need support. Second Saturday workshops help women navigate through this time armed with the right information and guidance. If you are
- [The AEGIS Podcast: St. Louis Entrepreneurs and How They Got Their Start,” Interview with John Berglund](https://aegislaw.com/the-aegis-podcast-st-louis-entrepreneurs-and-how-they-got-their-start-interview-with-john-berglund/) - In this podcast, Scott Levine interviews John Berglund, entrepreneur and author of the book "St. Louis Entrepreneurs and How They Got Their Start". Scott and John discuss their experience relating to the development of the St. Louis early-stage ecosystem, what has led to its acceleration, and the work that remains to be done to take
- [What Does Funding A Trust Actually Mean?](https://aegislaw.com/what-does-funding-a-trust-actually-mean/) - The terminology “funding a trust” relates to the fact that estate planning documents, whether a will or a trust, don’t work like they are supposed to unless a person’s assets are coordinated with those estate planning documents. In the case of a person who has created a trust, which dictates how the assets will be
- [What Are The Benefits Of Avoiding Probate?](https://aegislaw.com/what-are-the-benefits-of-avoiding-probate/) - One of the primary reasons for avoiding probate is that it has become very expensive. In Missouri, for example, the fees for probate are a percentage of the estate, as prescribed by State law. If a person has a $1 million estate that goes through probate in Missouri, the fee is 5.3 percent, or $53,000.
- [An Overview of Estate Planning](https://aegislaw.com/overview-estate-planning/) - Did you know that if you don’t create an estate plan, the IRS and the state of Missouri will simply make one for you? It’s true. And, to put it delicately, the government is not exactly focused on minimizing taxes or looking out for the best interests of you and your loved ones. The fact
- [Two Minute Legal Clinic: Your Investment Summary: Describing Your Management Team](https://aegislaw.com/two-minute-legal-clinic-your-investment-summary-describing-your-management-team/) - Scott D. Levine | slevine@aegisps.com | Bio Business plans are antiquated. For early or C-stage companies, putting together a full business plan with all the details of everyone's best guesses of what the business is or can become is a waste of time. Investors really only need to know the elements of what your business
- [Two Minute Legal Clinic: Your Investment Summary: Describing Your Business](https://aegislaw.com/two-minute-legal-clinic-investment-summary-describing-business/) - Scott D. Levine | slevine@aegisps.com | Bio When it comes to writing a business plan or putting together a document that would demonstrate to investors that you have thought through the critical parts of starting a new company, the focus is going to be on the business itself. When you write about the business you
- [Two-Minute Legal Clinic: It Doesn’t Have to Go to Court - 3 Ways to Divorce](https://aegislaw.com/two-minute-legal-clinic-it-doesnt-have-to-go-to-court-3-ways-to-divorce/) - As a family law attorney, I find that most people are surprised to learn that there is more than one way to get divorced. When a couple decides to dissolve their marriage, they need to address the following three main topics: Property - The parties will need to decide what is marital property and what
- [The AEGIS Podcast: Developing Financial Models in Business, Interview with Ryan Bretsch](https://aegislaw.com/the-aegis-podcast-interview-with-ryan-bretsch-financial-models/) - Overview: The Importance of Developing Financial Models 82% of businesses that fail do so because of cash flow issues. Financial planning is much more than showing a vision for revenue. Financial models provide businesses with a map of realistic costs. This allows business owners and operators to make evidence-based decisions all year long. and cut
- [Two-Minute Legal Clinic: Merger & Acquisition Due Diligence](https://aegislaw.com/two-minute-legal-clinic-merger-and-acquisition-due-diligence/) - The due diligence process is a critical part of every merger and acquisition transaction. Ordinarily, at this stage of the transaction, the parties have established the general parameters for a transaction. However, it is not uncommon to utilize the diligence process to bring to rest open terms. What is the purpose of due diligence? A
- [The AEGIS Podcast: Interview with Sheldon Korlin, AEGIS Attorney: Non-Compete and Non-Solicit Agreements: Enforcing Them](https://aegislaw.com/the-aegis-podcast-interview-with-sheldon-korlin-aegis-attorney-non-compete-and-non-solicit-agreements-enforcing-them/) - Sheldon Korlin has worked with business owners, real estate developers, and Senators and Congressmen from both parties to help draft the original efforts at federal Brownfields legislation. He was on the front lines of bringing change to the environmental law landscape that would help businesses and real estate developers acquire contaminated property, clean them up
- [The AEGIS Podcast: Interview with Maureen Miller: Preparing to Sell Your Business](https://aegislaw.com/the-aegis-podcast-interview-with-maureen-miller-preparing-to-sell-your-business/) - Maureen Miller is an experienced business attorney and diligent advocate for privately held businesses nationwide. With her 20 years of practicing law, Maureen is an experienced closer for over $100 Million in business transactions, both nationwide and globally. Maureen’s clients include family-owned and privately held businesses in the fields of science, transportation, real estate, professional
- [Two-Minute Legal Clinic: New Tax Deadlines Looming](https://aegislaw.com/two-minute-legal-clinic-new-tax-deadlines-looming-2/) - Norman Newmark nnewmark@aegisps.com Watch out for these new tax deadlines! For calendar year S corporations and partnerships, the deadline to file IRS Form 1120-S and 1065 returns has been accelerated from April 15 to March 15 for tax years beginning on and after January 1, 2016. That’s right, this year. This is as a result
- [Two-Minute Legal Clinic: Using Milestones for Vesting Employee Equity Compensation](https://aegislaw.com/two-minute-legal-clinic-are-non-compete-agreements-enforceable-from-a-legal-standpoint-3/) - Scott D. Levine | slevine@aegisps.com | Bio It is my experience that the best way to align employees, align advisors, and people that are out there helping you grow your early-stage business is to tie their compensation, or at least some portion of their compensation, (perhaps the equity, or long-term economic portion of their compensation)
- [Two Minute Legal Clinic: Are Non-Compete Agreements Enforceable from a LEGAL Standpoint?](https://aegislaw.com/two-minute-legal-clinic-are-non-compete-agreements-enforceable-from-a-legal-standpoint/) - Scott D. Levine | slevine@aegisps.com | Bio Are "non-compete" agreements enforceable? That answer is "most likely". Like most of agreements that attempt to restrain trade, courts are going to take a very narrow look at them to make sure that the restriction is truly necessary to fairly protect the interests of the company. For example, if you hire an
- [Walker Seminars: Entrepreneurs - Legal and Practical Aspects of a Successful Start-up Investment Offering - Webster University: Worldwide Events](https://aegislaw.com/walker-seminars-entrepreneurs-legal-and-practical-aspects-of-a-successful-start-up-investment-offering-webster-university-worldwide-events/) - Students interested in launching an entrepreneurial endeavor need to have a practical understanding of the needs of investors. Investors in most communities, and especially St. Louis, have become more sophisticated early-stage investors. As a result, they have increased expectations of the entrepreneurs presenting them with opportunities. Whether it relates to milestone financing, convertible debt offerings,
- [The AEGIS Podcast: Interview with Norman Newmark, JD - What are Buy-Sell Agreements and When Are They Used?](https://aegislaw.com/the-aegis-podcast-interview-with-norman-newmark-jd-what-are-buy-sell-agreements-and-when-are-they-used/) - Norman Newmark’s practice is focused on tax, estate planning and corporate matters, and he serves as the head of the firm’s tax department. He has an extensive transactional practice involving sophisticated trusts, business entity formation, mergers and acquisitions, buy-sell agreements, and other recognized planning for individuals, health care practices, businesses and non-profit entities. Norman handles probate matters
- [The AEGIS Podcast: Interview with Ken Harrington: Entrepreneurial Ecosystem Maturity and Momentum](https://aegislaw.com/the-aegis-podcast-interview-with-ken-harrington-entrepreneurial-ecosystem-maturity-and-momentum/) - Ken Harrington was the Founding Managing Director of the Skandalaris Center for Entrepreneurial Studies at Washington University in St. Louis. Prior to joining the university in 2001, he held senior management positions at seven startup technology companies. An author and speaker, Ken serves on a number of boards of directors. Overview: The Important
- [The AEGIS Podcast: Interview with Faaiz Kahn, Entrepreneur and Investor](https://aegislaw.com/the-aegis-podcast-interview-with-faaiz-kahn-entrepreneur-and-investor/) - Faaiz Kahn, relatively new to the St. Louis entrepreneurial scene, founded a multi-national agency and built a client portfolio that included Pepsi, Dew, Lays, Gillette, Pantene, Djuice, Victoria Plumb, CYC and others, with offices in UK, Pakistan and Bulgaria and representation in New York and Dubai. Faaiz employed hundreds of people around the world and
- [Two Minute Legal Clinic: Are Non-Compete Agreements Enforceable from a BUSINESS Standpoint?](https://aegislaw.com/the-two-minute-legal-clinic-are-non-compete-agreements-enforceable-from-a-business-standpoint/) - Scott D. Levine | slevine@aegisps.com | Bio It’s very common for us to get asked the question: "Are non-compete agreements enforceable?" Before we even get to whether they’re enforceable from a legal standpoint, let’s talk about it from a practical standpoint. If you’re an employer and you’ve just hired a new employee, perhaps it was
- [The AEGIS Podcast: Interview with Bobby Sandage, Entrepreneur](https://aegislaw.com/the-aegis-podcast-interview-bobby-standage/) - Bobby Sandage is currently President and CEO of Euclises, Chairman of the board of Immunophotonics, member of the board of directors of EDIS, a member of the Cultivation Capital life sciences fund investment committee and a member of the Selection Committee of iSelect Fund (www.iselectfund.com). Bobby was formerly President and CEO of Coronado Biosciences and prior
- [Norm Newmark Joins AEGIS](https://aegislaw.com/norm-newmark-joins-aegis/) - We are pleased to announce that Norm Newmark has joined AEGIS as a full-time attorney. Norm has been practicing law for over 30 years. His clients include individuals, families, and family-owned and privately held businesses. His practice is focused on the areas corporate and tax law, estate and succession planning, and probate matters. For more information about Norm, click here. Norm has joined our growing St.
- [The New FLSA Standards | Sheldon Korlin, JD](https://aegislaw.com/the-new-flsa-standards-sheldon-korlin-jd/) - On May 18, 2016, the U.S. Department of Labor issued its Final Rule changing the threshold payment limits for defining “exempt” administrative employees—meaning employees exempt from the application and payment of overtime. It updates the minimum compensation thresholds for both administrative and professional (highly compensated employee) compensation. These changes take effect December 1, 2016. The
- [Catalyst | Connections Groups Forming](https://aegislaw.com/aegis-private-networking-groups-forming/) - When I started my firm almost 15 years ago, I made a commitment to do things differently. Namely, the lawyers and professionals associated with AEGIS would understand the critical importance of developing and maintaining professional relationships. This would apply to employees, vendors, clients, prospective clients, and referring sources. For many years, our firm organized and
- [Regulation A+; An In-Depth Overview](https://aegislaw.com/securities-law-going-public-reverse-mergers-registration-statements-sec-law-corporate-law-2/) - Regulation A+; An In-Depth Overview The Official Blog of Legal & Compliance, LLC. On March 25, 2015, the SEC released final rules amending Regulation A. The new rules are commonly referred to as Regulation A+. The existing Tier I Regulation A, which does not preempt state law, has been increased to $20 million and the
- [AEGIS Donates to St. Louis ARCH Grants](https://aegislaw.com/aegis-donates-to-st-louis-arch-grants/) - AEGIS has been supporting the St. Louis early-stage ecosystem since we were founded in 2003. This year, AEGIS awarded three Arch Grant recipients with service grants worth $10,000 each. It is our hope that these companies will leverage our experienced professionals in the quests to knock down critical company milestones. The recipient companies were Hummingbird
- [EEOC Retaliation Guidance, Part 1: You gotta be "protected"!](https://aegislaw.com/eeoc-retaliation-guidance-part-1-you-gotta-be-protected-employment-labor-insider/) - The Equal Employment Opportunity Commission issued last week a proposed Enforcement Guidance on Retaliation and Related Issues that would update guidance i Source: EEOC Retaliation Guidance, Part 1: You gotta be "protected"! | Employment & Labor Insider
- [The SEC’s Evolving Integration Doctrine: New Guidance on Combining Offering Methods | CLS Blue Sky Blog](https://aegislaw.com/the-secs-evolving-integration-doctrine-new-guidance-on-combining-offering-methods-cls-blue-sky-blog/) - Source: The SEC’s Evolving Integration Doctrine: New Guidance on Combining Offering Methods | CLS Blue Sky Blog
- [Strategic Planning as an Alignment Tool](https://aegislaw.com/strategic-planning-as-an-alignment-tool/) - Problem: Two childhood friends start a business. Over the course of five years the business has grown but the revenue has plateaued. The overhead and revenue has increased each year but is not in step with the original ratio of overhead to revenue. Both owners are frustrated as this has stymied their long term goal
- [Case Study: Holding Firm on Important Contract Terms](https://aegislaw.com/holding-firm-on-important-contract-terms/) - Problem: Client was an established company providing various tools, technologies, and marketing platforms to the direct selling industry. After over a year of hard work and effort, client was ready to execute multi-year, multi-million dollar contract with one of the larger and better-known direct selling companies in the industry. The negotiations had gone well. Client
- [Another Successful AEGIS Private Networking Group Event](https://aegislaw.com/another-successful-aegis-private-networking-group-event/) - AEGIS organizes groups of professionals into small, private networking groups. Most recently, we hosted an event at Painting With a Twist in Creve Coeur. If you are a professional and are interested in joining one of our groups, please click here for more information. Private Networking Group Painting with a Twist
- [AEGIS Webinar Series: 20 Minute Clinics](https://aegislaw.com/aegis-webinar-series-20-minute-clinics/) - We are developing a weekly webinar series and would like to invite you to present on a topic relating to your business. We are calling this program the “20 Minute Clinic” and will feature a different professional every week. The program will be promoted to our clients, contacts and general public via e-mail, social media
- [Announcement: Four Attorneys Join AEGIS in November](https://aegislaw.com/announcement-four-attorneys-join-aegis-in-november/) - We are pleased to announce a few new additions to the firm. Joel Green is joining us from Sandberg, Phoenix and Von Gontard. Joel focuses his practice on the representation of individual and business clients in the areas of estate planning, trust and probate administration, real estate transactions, mergers and acquisitions, franchise and distribution, business
- [AEGIS Expands into O’Fallon, IL](https://aegislaw.com/aegis-expands-into-ofallon-il/) - Consistently ranked as one of the fastest growing cities in the metropolitan area, O’Fallon’s projected population growth will likely lead to it becoming the largest community in the Metro East. We felt it was a good time to expand our business into the area by investing in a new office, led by Joel Green, who
- [Lori DaCosse Joins AEGIS](https://aegislaw.com/lori-dacosse-joins-aegis/) - We are pleased to announce that Lori DaCosse recently joined our corporate and real estate law practice. Lori comes to us from Sandberg Phoenix & von Gontard P.C. where she marshaled real estate developers through due diligence efforts including municipal negotiations and annexations. This genre of representation included choice of entity issues, asset purchase and stock
- [Traffic Ticket? Make a donation to Legal Services and we’ll “fix” it.](https://aegislaw.com/traffic-ticket-make-a-donation-to-legal-services-and-well-fix-it/) - While the Missouri Supreme Court, law professors and activists call for dramatic reforms for municipal courts in St. Louis County, we thought it would be a good time to remind our clients and friends of our firm’s practice of helping address certain municipal traffic matters at no charge. In exchange for the service, we ask
- [We’re Recruiting: Attorneys – St. Louis, Chicago and Kansas City](https://aegislaw.com/were-recruiting-attorneys-st-louis-chicago-and-kansas-city/) - AEGIS Professional Services is an ideal platform for a lawyer or consultant looking for an entrepreneurial platform to support a growing practice, including a start-of-the-art marketing program, top-flight administrative and technical support, and a growing group of venture-focused attorneys with which to collaborate. AEGIS attorneys cover the waterfront of legal competence: corporate, litigation, real estate, securities and
- [Monthly Whiteboard: "Building Brand" | Jonathan Lehman](https://aegislaw.com/building-brand-with-jonathan-lehmann-youtube/) - The AEGIS Weekly Whiteboard Series. This week's speaker is Johnathan Lehman on Building Brand.

## Pages

- [AEGIS Law](https://aegislaw.com/) - AEGIS LAW - More Minds over Your Matters. #AEGIS LAW - More Minds over Your Matters. AEGIS Law represents a refreshing dynamic in the practice of law for our attorneys and the clients we represent.
- [Legal Insights](https://aegislaw.com/news/) - Knowledge // Strategy // Execution The Insights Library. Senior-led legal analysis for the modern business owner navigating growth, transition, and legacy. Search for:Search Button Protecting Inherited Wealth Across Generations The 20 Hours a Week You’re Losing to Administration Reps and Warranties Insurance: How It’s Changing the Way M&A Deals Get Done Private Placement Litigation:
- [For Practioners](https://aegislaw.com/who-we-are/attorneys/) - The AEGIS Law Model What If You Could Just Practice Law? “We have separated the burden of owning a firm from the reward of running a successful senior legal practice.” VIEW THE LIVE PRESENTATION Reclaim 25 Hours Every Week. Independent lawyers spend 40-50% of their time on administrative tasks. We handle 100% of your billing,
- [For Clients](https://aegislaw.com/who-we-are/clients/) - Client Entry // Firm Overview Elite Legal Partnership. AEGIS Law is a national firm built to handle complex transactions and high-stakes litigation with senior-led precision. We provide sophisticated counsel for modern enterprises, anchored by a culture of cordiality and elite professional standards. 01 // THE APPROACH The AEGIS Model Understand our senior-led platform that
- [The Model](https://aegislaw.com/who-we-are/) - Our Philosophy // The Model Experienced Guidance. Modern Scale. We have evolved beyond the associate-heavy pyramid. Our national platform empowers senior attorneys to lead directly, supported by a curated team of high-value professionals and brilliant rising talent. Elite Counsel. Proven Results. At AEGIS Law, we punch above our weight class. By removing the institutional drag
- [Core Practices](https://aegislaw.com/what-we-do/) - Primary Disciplines Core Practice Areas. AEGIS Law delivers elite counsel across four primary pillars, providing the strategic agility and senior-led oversight required for complex transactions and high-stakes legal matters. Business & Corporate Law From complex M&A to corporate infrastructure and venture capital, we provide the strategic focus for sustainable growth and transactional success. EXPLORE CORPORATE
- [Bio - Michael Singer](https://aegislaw.com/ourpeople/bio-michael-singer/) - View Full Directory
- [Bio - Cody Riley](https://aegislaw.com/ourpeople/bio-cody-riley/) - View Full Directory
- [Our People](https://aegislaw.com/ourpeople/) - AEGIS LAW DIRECTORY Senior-Led Execution.Institutional Efficiency. A specialized assembly of senior practitioners and staff focused on reducing legal friction and optimizing enterprise outcomes. Professional Strategic Practice Focus Engagement Rod Atherton Estate Planning, Tax, Real Estate, General Corporate Bio → Kellie Carr Paralegal // Litigation Bio → Michael Cherba Litigation Bio →
- [Bio - Rochelle Walk](https://aegislaw.com/ourpeople/bio-rochelle-walk/) - J.D. cum laude from Case Western Reserve University; A.B. cum laude from Colgate University. Rochelle also holds advanced executive certificates from the Darden School of Business (University of Virginia) and the Kellogg School of Management (Northwestern University), providing her with a clinical understanding of marketing and communication strategy. Bar Admissions: Licensed in Florida and
- [Bio - Tammy White](https://aegislaw.com/ourpeople/bio-tammy-white/) - A Trusted & Indispensable Contributor Tammy White is a senior member of the AEGIS support team, bringing over 10 years of dedicated experience to the firm. Her practice is defined by a versatile and deep understanding of the legal mechanics behind real estate, corporate governance, estate planning, and mergers and acquisitions. Tammy’s ability to navigate
- [Bio - Margie Weisman](https://aegislaw.com/ourpeople/bio-margie-weisman/) - The In-House Advantage Margy Weisman is a veteran corporate attorney at AEGIS Law, bringing more than 25 years of specialized in-house legal experience to her clients. Her methodology is rooted in the practical realities of business operations, having served as a key member of management teams responsible for billion-dollar global manufacturing and telecommunications companies. This
- [Bio - Jeff Wax](https://aegislaw.com/ourpeople/bio-jeff-wax/) - The Strategic Counselor Jeffrey Wax is a premier attorney at AEGIS Law, known for his ability to provide comprehensive legal stewardship to business owners, real estate investors, and developers. His methodology is defined by a rare versatility that allows him to move seamlessly between the boardroom and the courtroom. Jeff’s practice spans the entire business
- [Bio - Debbie Triolo](https://aegislaw.com/ourpeople/bio-debbie-triolo/) - View Full Directory
- [Bio - Steve Spewak](https://aegislaw.com/ourpeople/bio-steve-spewak/) - Senior-Led Stewardship & Recognition Steven Spewak is an accomplished estate planning attorney known for providing exceptional client value and turnkey service. With extensive experience in trusts, probate, and asset protection, he works closely with his clients to ensure their legacies are shielded through sophisticated legal maneuvers. As an expert in his field, Steven has maintained
- [Bio - Nicholas Schopp](https://aegislaw.com/ourpeople/bio-nicholas-schopp/) - Experience as Outside General Counsel Nick Schopp is a veteran attorney with a focus on representing privately-owned businesses as outside general counsel. He has been with AEGIS Law since 2004 and has developed a reputation as a skilled negotiator and contract drafter. His expertise in representing businesses extends to a wide range of industries, including
- [Bio - Maximilian Raileanu](https://aegislaw.com/ourpeople/bio-maximilian-raileanu/) - A Global Strategic Perspective Maximilian Raileanu is a Georgetown, Texas-based attorney whose practice provides veteran stewardship for clients operating across international borders. His professional intelligence is backed by an elite academic foundation, including an LL.M. in International Corporate and Commercial Law from King’s College London’s Dickson Poon School of Law, where he graduated with Merit.
- [Bio - Charles Pullium](https://aegislaw.com/ourpeople/bio-charles-pullium/) - Sophisticated defense for national banks, asset managers, lenders, and automobile dealerships. Clinical Trial Practice Stewardship for hundreds of bench and jury trials, arbitrations, and multi-state commercial mediations. Executive Profile [−] Professional Methodology Charles S. Pullium III serves as a Partner and lead litigation attorney at AEGIS Law, specializing in the strategic resolution of complex commercial
- [Bio - Amanda Mueller](https://aegislaw.com/ourpeople/bio-amanda-mueller/) - View Full Directory
- [Bio - Scott Levine](https://aegislaw.com/ourpeople/bio-scott-levine/) - Professional Connectivity P: (314) 454-9100 x101 E: slevine@aegislaw.com LinkedIn Founder & Managing Partner Scott Levine “”Scott is a veteran attorney and entrepreneur who leverages over thirty years of experience to bridge the gap between complex law and the practical realities of building a business—transforming legal counsel into a strategic engine for growth.” Strategic Focus
- [Bio - Eric Langston](https://aegislaw.com/ourpeople/bio-eric-langston/) - Eric is a graduate of the DePaul University College of Law, where he focused on tax law—a critical component of modern restructuring strategy. He also holds a degree in Economics from Knox College, providing the foundational engine for his transactional intelligence. Bar Admissions: Eric is licensed to practice in Colorado, Iowa, and Illinois. An enthusiast
- [Bio - Sheldon Korlin](https://aegislaw.com/ourpeople/bio-sheldon-korlin/) - J.D. from the University of Missouri-Columbia School of Law (1984); Bachelor of Arts in Political Science from the same institution (1981)[cite: 13, 14]. Admissions: Sheldon is a licensed member of the Missouri and Illinois Bars[cite: 13]. He is an active member of the American Bar Association and its substantive sections on Business Law, Labor and
- [Bio - Nicholas Jenkins](https://aegislaw.com/ourpeople/bio-nicholas-jenkins/) - Judicial Intelligence & Precision Nicholas Jenkins was drawn to the legal profession by a fascination with the rules and systems that sustain society. He views law as an essential bridge between structure and enterprise. His specific interest in business and problem-solving led him to tax law, where he discovered a discipline that connects every transaction
- [Bio - John Julian](https://aegislaw.com/ourpeople/bio-john-julian/) - Engagement // Strategic Counselor Navigate Complex Disputes with John. John provides decades of experience in commercial litigation, real estate, and international business. Reach out to discuss tactical solutions for your most challenging legal matters. Send an Inquiry All communications are handled with professional discretion.
- [Bio - Kevin Hoffmeyer](https://aegislaw.com/ourpeople/bio-kevin-hoffmeyer/) - M: (314) 439-6535 E:khoffmeyer@aegislaw.com LinkedIn Partner Kevin Hoffmeyer “Kevin is a seasoned corporate attorney who leverages deep in-house experience to provide practical, business-oriented counsel for complex mergers, acquisitions, and e-commerce transactions.” Strategic Practice Areas M&A & E-Commerce LawSpecialized expertise in due diligence, negotiation, and integration for rapidly evolving online businesses. Corporate & Real Estate StrategyComprehensive
- [Bio - Otto Hilbert](https://aegislaw.com/ourpeople/bio-otto-hilbert/) - Institutional Connectivity P: (303) 324-3748 E: ohilbert@aegislaw.com LinkedIn Otto K. Hilbert, II “The moral arc of the universe is long, but it bends towards justice.” Strategic Practice Focus Complex LitigationSignificant first-chair trial and appellate experience across 23 states and multiple US Circuits. White Collar & SECStrategic defense against federal procurement fraud, money laundering,
- [Bio - Bill Higley](https://aegislaw.com/ourpeople/bio-bill-higley/) - with Bill. Bill offers veteran guidance in business formations, contracting, and general corporate law. Reach out to discuss how he can support your organization’s daily legal needs. Send an Inquiry All communications are handled with professional discretion.
- [Bio - Michael Gunn](https://aegislaw.com/ourpeople/bio-michael-gunn/) - Extensive experience in probate and trust administration, backed by a Martindale-Hubbell AV® Preeminent™ rating. Litigation & Judicial Strategy Unique problem-solving insights derived from 49 years of service as a prosecutor and judge in Manchester, Missouri. Professional Experience [−] Michael Gunn brings to AEGIS over 50 years of legal experience and has served at the highest
- [Bio - John Gunn](https://aegislaw.com/ourpeople/bio-john-gunn/) - Comprehensive stewardship for trust administration and the systematic resolution of complex probate estates. Fiduciary & Trust Litigation Seasoned representation in sensitive estate disputes, trust contests, and fiduciary duty claims. Executive Profile [−] Strategic Estate Stewardship John Gunn is a distinguished senior attorney at AEGIS Law with over two decades of specialized legal experience. His practice
- [Bio - Joel Green](https://aegislaw.com/ourpeople/bio-joel-green/) - Clinical Business Stewardship Joel Green is a veteran attorney at AEGIS Law, providing strategic legal counsel for individuals and business clients across Missouri and Illinois. His practice is characterized by a rare combination of legal expertise and advanced business acumen, anchored by his dual J.D./M.B.A. from St. Louis University. This multidisciplinary background allows Joel to
- [Bio - Robert Gold](https://aegislaw.com/ourpeople/bio-robert-gold/) - The Entrepreneurial Perspective Robert Gold brings nearly 30 years of experience in mergers and acquisitions, corporate law, and tax structuring to AEGIS Law. What distinguishes Robert in the marketplace is his dual background as an attorney and an entrepreneur. Having established and operated his own boutique advisory firm and served as an operating partner in
- [Bio - David Gemunder](https://aegislaw.com/ourpeople/bio-david-gemunder/) - Veteran Transactional Stewardship David A. Germunder is an accomplished corporate attorney with a distinguished career spanning more than 30 years. His practice is defined by a commitment to clinical precision and business-oriented legal strategies that allow his clients to navigate the complexities of corporate growth and scaling. Based in Tampa, David serves as a primary
- [Bio - Brett Caban](https://aegislaw.com/ourpeople/bio-brett-caban/) - Brett is admitted to practice before all Missouri and Illinois state courts. His federal credentials include admission to the United States District Court for the Eastern District of Missouri and the Western District of Missouri, positioning him to provide comprehensive stewardship for clients facing multi-jurisdictional challenges. Outside of his clinical practice, Brett remains an active
- [Bio - Rod Atherton](https://aegislaw.com/ourpeople/bio-rod-atherton/) - Rod earned his J.D. from the Washburn University School of Law, where he served on the Law Review. He holds an LL.M. in Taxation from the University of Denver and a B.S. in Accounting from Oklahoma State University—a combination that provides him with a rare, triple-threat intelligence in accounting, taxation, and law. As a member
- [Bio - Lori DaCosse](https://aegislaw.com/ourpeople/bio-lori-dacosse/) - Lori earned her B.A. from the University of Illinois at Urbana-Champaign, where she graduated Summa Cum Laude and received the Bronze Tablet—the university’s highest academic honor. She earned her J.D. from Pepperdine University School of Law, graduating Cum Laude and serving as Note and Comment Editor for the Pepperdine Law Review. Outside of the office,
- [Bio - Bo Devereux](https://aegislaw.com/ourpeople/bio-bo-devereux/) - Professional Methodology Robert “Bo” Devereux brings a unique clinical perspective to AEGIS Law, sitting at the rare intersection of senior executive leadership and veteran trial advocacy. His methodology is defined by three decades of experience managing both the legal and operational levers of high-value business entities. By integrating his deep business acumen with sophisticated litigation
- [Bio - Caroline Devereux](https://aegislaw.com/ourpeople/bio-caroline-devereux/) - Professional Connectivity P: (314) 454-9100 E: cdevereux@aegislaw.com LinkedIn Attorney Caroline Devereux “Caroline triangulates business acumen and clinical legal research to provide high-growth enterprises with foundational corporate governance and strategic risk mitigation.” Strategic Focus Areas Corporate ArchitectureEngineering mission-critical corporate documentation and organizational governance frameworks. Technical Research & AnalysisApplying high-fidelity intelligence to multi-jurisdictional legal challenges and litigation
- [Bio - Andrew DiPaolo](https://aegislaw.com/ourpeople/bio-andrew-dipaolo/) - Andrew earned his Juris Doctorate from the University of Denver Sturm College of Law, an institution renowned for its focus on the intersection of business and natural resources law. His legal education followed a Bachelor of Science in Entrepreneurship from the University of Tennessee at Chattanooga, which provided the foundational business intelligence that remains the
- [Bio - Mary Devereux](https://aegislaw.com/ourpeople/bio-mary-devereux/) - Customized wealth preservation, trust administration, and tax-efficient transfer strategies tailored to unique client goals. Complex Litigation Strategic advocacy in civil and probate litigation, leveraging deep financial analysis to resolve high-stakes disputes. Professional Experience [−] The Financial Edge in Advocacy Mary Devereux serves as an indispensable asset to the AEGIS Law team in Saint Louis,
- [Bio - Michael Cherba](https://aegislaw.com/ourpeople/bio-michael-cherba/) - Veteran Advocacy & Insight Michael Cherba is an accomplished trial lawyer with over two decades of high-performance experience navigating sophisticated legal disputes in state, federal, and administrative courts. His practice encompasses a broad spectrum of commercial litigation, including regulatory scrutiny, professional licensing defense, and high-stakes fiduciary matters. Michael is known for his calm, strategic approach,
- [Bio - Kellie Carr](https://aegislaw.com/ourpeople/bio-kellie-carr/) - Kellie attended St. Louis Community College and obtained a Certificate of Legal Specialization from Hickey Business School in 1990. Outside of her practice, Kellie is deeply committed to supporting members of the military and volunteering within her local community. She serves as a School Board Member at Marquette Catholic and finds balance spending time
- [Bio - Alex Prasad](https://aegislaw.com/ourpeople/bio-alex-prasad/) - Alex earned his Juris Doctor degree magna cum laude from the University of Notre Dame Law School and his Bachelor of Arts degree with distinction in Political Science from the University of Michigan. Outside of his practice, Alex is an avid marathoner and enjoys spending time with his family in Northern Michigan. His commitment to
- [Bio - Krzysztof Dzik](https://aegislaw.com/ourpeople/bio-krzysztof-dzik/) - Legal and regulatory counsel for digital assets and blockchain applications. Executive Profile [+] With over a decade of corporate experience, Krzysztof combines cross-disciplinary expertise in contract negotiation, data privacy, and intellectual property. He delivers high-fidelity legal strategies for a wide spectrum of companies, from innovative startups to established enterprises with revenues reaching $20M. Krzysztof earned
- [Bio - Deena Coppotelli](https://aegislaw.com/ourpeople/bio-deena-coppotelli/) - Veteran Practice Integration Deena Coppotelli has been an integral part of the AEGIS Law estate planning team since joining the firm in 2002. With over two decades of practice-specific intelligence, she provides the professional stewardship necessary to navigate the complexities of multi-generational wealth preservation. Her role is defined by her ability to anticipate client needs
- [Accessibility Statement](https://aegislaw.com/accessibility-statement/) - Accessibility Statement Effective Date: June 30, 2026 LL Historic, LLC, d/b/a AEGIS LAW (“AEGIS LAW,” “we,” “our,” or “us”) is committed to making our website accessible and usable for all visitors, including individuals with disabilities. We are working to improve the accessibility of our website, https://aegislaw.com/ (the “Website”), and aim to provide a user experience that is accessible
- [Website Terms of Use and Legal Disclaimer](https://aegislaw.com/website-terms-of-use-and-legal-disclaimer/) - Website Terms of Use and Legal Disclaimer Effective Date: June 30, 2026 These Website Terms of Use and Legal Disclaimer (“Terms”) apply to your use of the website located at https://aegislaw.com/ (the “Website”), operated by LL Historic, LLC, d/b/a AEGIS LAW (“AEGIS LAW,” “we,” “our,” or “us”). By using the Website, you agree to these Terms. If you
- [Privacy Policy](https://aegislaw.com/privacy-policy/) - Privacy Policy Effective Date: June 30, 2026 LL Historic, LLC, d/b/a AEGIS LAW (“AEGIS LAW,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information collected through our website, https://aegislaw.com/ (the “Website”). This Privacy Policy applies to information collected through the Website. It does not apply
- [Corporate & Business Law](https://aegislaw.com/what-we-do/corporate-law/) - Pillar 01 Corporate & Business Pillar 02 Real Estate Law Pillar 03 Estate & Wealth Pillar 04 Litigation & Dispute Practice Pillar // 01 Business & Corporate Law The core engine of AEGIS Law. We provide senior-led oversight for high-stakes transactions, combining elite national depth with the agility of a modern professional culture. 20+
- [For Recruiters - Toolkit](https://aegislaw.com/who-we-are/for-recruiters-toolkit/) - Confidential Resource Portal The AEGIS Law Recruiter Toolkit “Assets and insights to help you identify, qualify, and place high-performing senior laterals into a debt-free national firm.” DOWNLOAD RECRUITER PDF VIEW LIVE PRESENTATION 01. Candidate Fit Assessment Qualify your candidates early. If they check 3 or more boxes, they are a high-probability AEGIS placement. ☐ Administrative
- [Locations](https://aegislaw.com/locations/) - National Reach // Office Network Where We Work AEGIS Law operates through a strategic model of fully-staffed regional headquarters and a distributed network of experienced attorneys across the United States. A Strategic Presence. Our model prioritizes legal expertise over traditional real estate bloat. We maintain comprehensive physical offices in our primary hubs while supporting a
- [Our Portfolio](https://aegislaw.com/our-client-engagements/) - Institutional Track Record // 20-Year Anniversary Portfolio of Complexity A strategic roster of senior-led executions across venture capital, middle-market M&A, high-stakes litigation, and sophisticated private client architecture. 01 // HIGH-STAKES LITIGATION $1M Jury Verdict: Residential Asset Recovery Successfully litigated a complex residential hail damage claim on behalf of a homeowner. Secured a $1,000,000 jury verdict
- [Litigation](https://aegislaw.com/what-we-do/litigation/) - Pillar 01Corporate & BusinessPillar 02Real Estate LawPillar 03Estate & WealthPillar 04Litigation & Dispute Practice Pillar // 04 Litigation & Dispute Elite advocacy for high-stakes commercial conflict. We replace the institutional drag of traditional firms with senior-led tactical precision to protect your enterprise and resolve existential disputes. Senior-Led Tactical Dispute Architecture Thousands of Successful Resolutions Clinical
- [Estate Planning & Wealth Management](https://aegislaw.com/what-we-do/estate-tax-planning/) - Pillar 01Corporate & BusinessPillar 02Real Estate LawPillar 03Estate & Wealth MANAGEMENTPillar 04Litigation & Dispute Practice Pillar // 03 Estate & Wealth Management Protecting multi-generational legacies with the precision of hundreds of years of combined practice experience. We provide senior-led oversight for high-stakes probate, trust litigation, and advanced asset preservation. Century+ Combined Practice Experience Elite Pedigree
- [Real Estate Law](https://aegislaw.com/what-we-do/real-estate/) - Pillar 01Corporate & BusinessPillar 02Real Estate LawPillar 03Estate & WealthPillar 04Litigation & Dispute Practice Pillar // 02 Real Estate Law Strategic oversight for high-value commercial assets and development projects. We combine elite transactional capability with senior-led precision to manage the total lifecycle of real property assets. 20+ Years Established Firm Longevity Elite Capability Strategic National
- [For Strategic Partners](https://aegislaw.com/who-we-are/strategic-referrals-the-partnership-ecosystem/) - Partnership Ecosystem // 03 Strategic Referrals. Referral partners are the lifeblood of our growth. We treat your trust as a mandate for professional excellence and senior-led stewardship. Prioritizing Your Trust. We understand that a referral is an extension of your own reputation. Our commitment is to provide a level of care that traditional firms often
- [Bio - Mary Neff](https://aegislaw.com/ourpeople/bio-mary-neff/) - Veteran Stewardship in Family Advocacy Mary Neff is a highly sought-after family law attorney, litigator, and mediator with extensive experience helping families navigate their most difficult transitions. Her practice covers the full spectrum of family law, including divorce, mediation, litigation, custody, visitation, paternity, modifications, and post-dissolution matters. Mary’s approach is defined by her ability to
- [Bio - Jeana Bondi](https://aegislaw.com/ourpeople/bio-jeana-bondi/) - Strategic Operational Leadership Jeana Bondi serves as the Director of Operations at AEGIS Law, bringing a wealth of veteran experience in both corporate and litigation management. Her role is defined by her ability to provide practical, results-oriented stewardship over the firm’s administrative infrastructure. By integrating a keen eye for detail with a client-focused approach, she
- [Contact Us](https://aegislaw.com/contact/) - Professional Engagement Initiate Consultation. Notice: Pre-Engagement Disclosure & Conflict Warning Submission of this form or scheduling a consultation does not establish an attorney-client relationship. attorney-client privilege does not apply to this communication. We may currently represent parties with interests adverse to yours, creating a conflict of interest. Do not share confidential information until a formal
- [Welcome - John & Mike Gunn](https://aegislaw.com/welcome-john-mike-gunn/) - A Professional Announcement The Gunn Law Firm has joined AEGIS Law. “The faces haven’t changed. The commitment hasn’t changed. What has changed is the platform and our ability to deliver even more value in the years ahead.” A Shared Vision for Client Service In 2025, the two of us formally joined AEGIS Law, combining our
- [Trust & Probate Administration](https://aegislaw.com/what-we-do/estate-tax-planning/trust-probate-administration/) - Fiduciary Advisory & Continuity Trust Administration & Probate Services Navigating the transition of wealth with clarity, compliance, and compassion. Steady Counsel for Complex Transitions The true value of an estate plan is tested during its administration. Whether you are a named Successor Trustee or an Executor navigating the probate courts, the technical and emotional burden
- [For Recruiters](https://aegislaw.com/who-we-are/recruiters/) - Partner Engagement // Professional Recruitment A Different Kind of Placement Opportunity. “Where recruiters find satisfied placements that stick—and where experienced attorneys find freedom, flexibility, and financial transparency.” VIEW THE PRESENTATION REQUEST RECRUITER KIT EXPAND YOUR TOOLKIT Solve the “Hard to Place” problem for high-quality candidates who are exhausted by partnership politics but demand sophisticated, enterprise-level
- [Directory](https://aegislaw.com/find-your-lawyer/) - Firm Directory // National Counsel Find Your Attorney. AEGIS Law maintains a national directory of more than 40 experienced attorneys across multiple offices. Search our team below to identify the specialized legal expertise required for your business or personal needs. Search the Directory Search for:Search Button BROWSE BY OFFICE LOCATION: ST. LOUIS // TAMPA //
- [ZZ - Scott D. Levine, JD](https://aegislaw.com/scott-d-levine-jd/) - MEET THE AEGIS LAW TEAM ZZ – Scott D. Levine, JD Founder, Managing Attorney Email Scott Levine | (314) 454-9100 ext. 101 | vCard PREVIOUS BIO NEXT BIO Scott’s practice is dedicated to assisting entrepreneurs, investors, emerging and established businesses with the unique and often challenging issues they meet throughout the formation and growth process:
- [ZZ - Mergers & Acquisitions](https://aegislaw.com/mergers-and-acquisitions/) - Home ZZ – Mergers & Acquisitions aegis law areas of practice mergers & acquisitions Mergers & Acquisitions (M&A) work is one of the core areas of AEGIS Law’s practice. With more than a dozen of our experienced attorneys advising clients on M&A matters regularly, we have the experience and the bandwidth to help you at
- [Thank You](https://aegislaw.com/thank-you/) - Thank You! Your form was successfully submitted.

## Client Engagement

- [SaaS Aggregator (M&A) - 6 transactions over the past two years](https://aegislaw.com/client_engagements/saas-aggregator-ma-6-transactions-over-the-past-two-years/) - SaaS Aggregator (M&A) - 6 transactions over the past two years, averaging a deal size of $5 million.
- [Representing the principals in a private equity investment initially valued at $7.5 million](https://aegislaw.com/client_engagements/representing-the-principals-in-a-private-equity-investment-initially-valued-at-7-5-million/) - Representing the principals in a private equity investment initially valued at $7.5 million out of a $30 million valuation, and later, in the sale and investment of the same company at a $345 million valuation.
- [Representing five unrelated sellers in a single $80 million transaction to one buyer.](https://aegislaw.com/client_engagements/representing-five-unrelated-sellers-in-a-single-80-million-transaction-to-one-buyer/) - Representing five unrelated sellers in a single $80 million transaction to one buyer.
- [Closing a $30 million private equity buyout in a strategic roll-up, representing the seller.](https://aegislaw.com/client_engagements/closing-a-30-million-private-equity-buyout-in-a-strategic-roll-up-representing-the-seller/) - Closing a $30 million private equity buyout in a strategic roll-up, representing the seller.
- [Currently handling a complex transaction involving fund and investor agreements](https://aegislaw.com/client_engagements/currently-handling-a-complex-transaction-involving-fund-and-investor-agreements-as-well-as-the-purchase-agreement/) - Currently handling a complex transaction involving fund and investor agreements as well as the purchase agreement, with a total value of around $6 million.
- [Breach of Contract - Represented a warehousing company](https://aegislaw.com/client_engagements/breach-of-contract-represented-a-warehousing-company-in-a-1-3-million-dispute/) - Breach of Contract - Represented a warehousing company in a $1.3 million dispute with a turkey products supplier involving unpaid invoices and lost product. After two years of discovery and mediation, the matter was settled in December 2022.
- [Breach of Contract - Represented a former member of a home loans company](https://aegislaw.com/client_engagements/breach-of-contract-represented-a-former-member-of-a-home-loans-company-in-a-case-involving-repurchased-loans-and-unpaid-commission/) - Breach of Contract - Represented a former member of a home loans company in a case involving repurchased loans and unpaid commission, with losses exceeding $1 million. After several years of motion practice and a failed mediation, the matter was settled recently.
- [Breach of Contract - Represented an aviation fix-based operator](https://aegislaw.com/client_engagements/breach-of-contract-represented-an-aviation-fix-based-operator-in-a-dispute-over-a-32000-refurbished-gulfstream-brake-assembly/) - Breach of Contract - Represented an aviation fix-based operator in a dispute over a $32,000 refurbished Gulfstream brake assembly purchase. After making written demands on the seller, the case is ongoing.
- [Breach of Contract - Represented a client who purchased an exteriors construction company](https://aegislaw.com/client_engagements/breach-of-contract-represented-a-client-who-purchased-an-exteriors-construction-company-for-350000/) - Breach of Contract - Represented a client who purchased an exteriors construction company for $350,000, involving a dispute over a covenant not to use the company name and a covenant-not-to-compete. After issuing a cease & desist and filing a lawsuit, the defendant stopped using the name.
- [Bankruptcy Adversarial Proceeding](https://aegislaw.com/client_engagements/bankruptcy-adversarial-proceeding-represented-a-client-and-his-it-company/) - Bankruptcy Adversarial Proceeding - Represented a client and his IT company in a case where a trustee sought to claw back approximately $400,000, alleging the client's involvement in a fraudulent scheme. Currently in the discovery phase, with a motion for summary judgment expected after the close of discovery
- [Formation of Venture Fund](https://aegislaw.com/client_engagements/formation-of-venture-fund-assisted-in-the-establishment-of-a-venture-fund/) - Formation of Venture Fund - Assisted in the establishment of a venture fund, including fund formation, management company agreement, and subscription documentation. The fund currently manages $200 million in assets.
- [E-Commerce Aggregator (M&A) - 5 transactions over the past two years](https://aegislaw.com/client_engagements/e-commerce-aggregator-ma-5-transactions-over-the-past-two-years/) - E-Commerce Aggregator (M&A) - 5 transactions over the past two years, averaging a deal size of $20 million.
- [Representing a large Midwest food](https://aegislaw.com/client_engagements/representing-a-large-midwest-food/) - Representing a large Midwest food and ingredients packaging company with revenues exceeding $20 million.
- [E-Commerce Aggregator (M&A) - 15 transactions over the past two years,](https://aegislaw.com/client_engagements/e-commerce-aggregator-ma-15-transactions-over-the-past-two-years/) - E-Commerce Aggregator (M&A) - 15 transactions over the past two years, averaging a deal size of $10 million.
- [Representing an entity issuing $75 million (with an option to increase to $150 million)](https://aegislaw.com/client_engagements/representing-an-entity-issuing-75-million-with-an-option-to-increase-to-150-million/) - Representing an entity issuing $75 million (with an option to increase to $150 million) in debt securities to an investor.
- [Representing a lender in negotiating a $5 million uncommitted line of credit](https://aegislaw.com/client_engagements/representing-a-lender-in-negotiating-a-5-million-uncommitted-line-of-credit/) - Representing a lender in negotiating a $5 million uncommitted line of credit with a borrower.
- [Representing a purchaser in the acquisition of a skincare business with Amazon seller](https://aegislaw.com/client_engagements/representing-a-purchaser-in-the-acquisition-of-a-skincare-business-with-amazon-seller/) - Representing a purchaser in the acquisition of a skincare business with Amazon seller and Shopify accounts.
- [Representing a purchaser in acquiring a business financed through an SBA 7(a) loan.](https://aegislaw.com/client_engagements/representing-a-purchaser-in-acquiring-a-business-financed-through-an-sba-7a-loan/) - Representing a purchaser in acquiring a business financed through an SBA 7(a) loan.
- [Representing a borrower in negotiating a $40 million asset-based lending facility](https://aegislaw.com/client_engagements/representing-a-borrower-in-negotiating-a-40-million-asset-based-lending-facility/) - Representing a borrower in negotiating a $40 million asset-based lending facility, collaborating with outside counsel to J.P. Morgan.
- [Negotiating a $20 million credit facility for a holding company](https://aegislaw.com/client_engagements/negotiating-a-20-million-credit-facility-for-a-holding-company/) - Negotiating a $20 million credit facility for a holding company and representing them in follow-on acquisitions involving five e-commerce businesses.
- [Providing ongoing representation and counsel to a private equity firm](https://aegislaw.com/client_engagements/providing-ongoing-representation-and-counsel-to-a-private-equity-firm/) - Providing ongoing representation and counsel to a private equity firm, managing a portfolio exceeding $45 million in the heating, plumbing, and roofing industries through multiple acquisitions.
- [Representing an equipment leasing company](https://aegislaw.com/client_engagements/representing-an-equipment-leasing-company/) - Representing an equipment leasing company in a $175 million debt and equity offering.
- [Colorado’s largest farmer](https://aegislaw.com/client_engagements/colorados-largest-farmer/) - Colorado’s largest farmer, with a net worth of $500 million, operating in oil, cattle, and crop production. We have provided comprehensive legal counsel for their business.
- [A client with a $200 million fortune](https://aegislaw.com/client_engagements/a-client-with-a-200-million-fortune/) - A client with a $200 million fortune from COVID-related products and services, holding international assets like a soccer team and a security company. Our firm has successfully managed their diverse portfolio.
- [A fast-growing internet influencer](https://aegislaw.com/client_engagements/a-fast-growing-internet-influencer/) - A fast-growing internet influencer earning $7 million annually, relying on our firm for legal support in her career.
- [Representing one of the nation’s largest mortgage](https://aegislaw.com/client_engagements/representing-one-of-the-nations-largest-mortgage/) - Representing one of the nation’s largest mortgage brokers, supporting general counsel, litigation, and intellectual property matters.

## Portfolio

- [Portfolio 1](https://aegislaw.com/portfolio-items/portfolio-1/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi ultrices, orci ac tempor aliquam, augue nisl faucibus arcu, et semper metus nisl at orci. Suspendisse potenti. Praesent egestas elit massa, eu vulputate massa molestie vitae. Sed nec tellus non lacus tempor cursus. Nulla fringilla lobortis ipsum scelerisque consectetur. Praesent in velit erat. Aenean eu pharetra
- [Portfolio 3](https://aegislaw.com/portfolio-items/portfolio-3/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi ultrices, orci ac tempor aliquam, augue nisl faucibus arcu, et semper metus nisl at orci. Suspendisse potenti. Praesent egestas elit massa, eu vulputate massa molestie vitae. Sed nec tellus non lacus tempor cursus. Nulla fringilla lobortis ipsum scelerisque consectetur. Praesent in velit erat. Aenean eu pharetra
- [Portfolio 2](https://aegislaw.com/portfolio-items/portfolio-2/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi ultrices, orci ac tempor aliquam, augue nisl faucibus arcu, et semper metus nisl at orci. Suspendisse potenti. Praesent egestas elit massa, eu vulputate massa molestie vitae. Sed nec tellus non lacus tempor cursus. Nulla fringilla lobortis ipsum scelerisque consectetur. Praesent in velit erat. Aenean eu pharetra

## Categories

- [Uncategorized](https://aegislaw.com/category/uncategorized/) - We agreed that great law firms and attorneys are available beyond the most prominent brand. Visit us to learn more about AEGIS Law
- [Venture Law](https://aegislaw.com/category/corporate-strategy-growth/venture-law/) - The majority of early-stage technology companies require the expertise of AEGIS Law in the venture legal specializations they require, including venture capital financings, public offerings, mergers, and more.
- [Mergers & Acquisitions](https://aegislaw.com/category/insights/mergers-acquisitions/) - AEGIS Law M&A team has the experience and market knowledge you need, bringing a practical, solutions-oriented approach to help achieve your business goals.
- [Tax Law](https://aegislaw.com/category/corporate-strategy-growth/tax/) - AEGIS Law develops customized business strategies to serve businesses and individuals, carefully factoring in tax law planning and tax litigation.
- [eCommerce Law](https://aegislaw.com/category/corporate-strategy-growth/ecommerce/)
- [Intellectual Property Law](https://aegislaw.com/category/corporate-strategy-growth/intellectual-property/) - AEGIS Law is one of the most active law firms in the United States in all aspects of intellectual property law. Visit the page to learn more.
- [Real Estate & Development](https://aegislaw.com/category/real-estate/) - Real Estate attorneys at AEGIS Law advise clients on real estate issues, including transactions, zoning, and title insurance. Visit to learn more.
- [Law Practice Management](https://aegislaw.com/category/recruiting/) - AEGIS Law goes beyond the typical legal recruiting firm to match high-caliber, flexible business lawyers to specific needs. Read more
- [Case-Studies](https://aegislaw.com/category/case-studies/)
- [Corporate Strategy & Growth](https://aegislaw.com/category/corporate-strategy-growth/)
- [Estate & Wealth Continuity](https://aegislaw.com/category/estate-wealth-continuity/)
- [Litigation & Risk](https://aegislaw.com/category/litigation-risk/)
- [Insights](https://aegislaw.com/category/insights/)
- [Litigation](https://aegislaw.com/category/litigation/)
- [Securities Defense](https://aegislaw.com/category/securities-defense/)
- [SEC Enforcement](https://aegislaw.com/category/sec-enforcement/)
- [Commercial Litigation](https://aegislaw.com/category/commercial-litigation/)
- [FINRA / Broker-Dealer](https://aegislaw.com/category/finra-broker-dealer/)
- [Private Placements](https://aegislaw.com/category/private-placements/)
- [General Counsel Resources](https://aegislaw.com/category/general-counsel-resources/)
- [Legal Careers](https://aegislaw.com/category/legal-careers/)
- [Firm Insights](https://aegislaw.com/category/firm-insights/)
- [Legal Recruiting](https://aegislaw.com/category/legal-recruiting/)

## Portfolio Categories

- [Category One](https://aegislaw.com/portfolio_category/category-one/)
- [Category Two](https://aegislaw.com/portfolio_category/category-two/)