Waltrip & Schmidt LLC
Our firm's experience is able to provide a diverse client base of financial institutions and borrowers with personalized service to meet each client's specific needs. We have represented both lenders and borrowers in financing and investment transactions from documentation to closing, such as construction loans, permanent loans, revolving lines of credit, letters of credit, and other forms of financing secured by various forms of real and personal property. In addition, our firm has extensive experience representing financial institutions and other business and individual creditors in matters such as: Business and Corporate Law The firm represents business entities engaged in a variety of operations. We possess the experience and skill necessary to render a full range of legal services to our business clients, including: Preparation, review and execution of contracts and other documents governing the employer/employee relationship, such as non-compete/non-disclosure agreements, employment policies, employee handbooks and release/separation agreements Assist with business start up or expansion issues, such as debt versus equity financing decisions Establish both short and long term exit strategies through the use of shareholder restrictions and agreements Estate and Business Succession Planning Our focus is fitting the appropriate estate, business succession or gifting plan with the client's current needs and future goals. We engage in the full range of personal estate and tax planning, business succession planning and related legal services for family and individual clients, including: Whether a client has large net worth estate requiring sophisticated tax planning, or a more modest estate size needing only basic probate avoidance planning, other related issues and needs can arise at anytime as lives and relationships change. We can assist with those related needs, such as probate estate and trust administration, will, estate and trust litigation and guardianships/conservatorships. The firm helps trustees, executors, guardians and beneficiaries resolve a broad range of estate and trust disputes, many of which involve complex and sophisticated legal and tax issues. Clients turn to us for representation in trust construction suits, petitions for trustee instructions, trust reformation proceedings, breach of fiduciary duty litigation, will and trust contests and controversies that arise during guardianship proceedings. A living person with diminished mental capacity may require the appointment of a representative to assist with their finances and personal care. Diminished mental capacity may result from aging, injury or disease. In Missouri, a person who needs such assistance may have a guardian appointed to assist with their personal care and/or a conservator to assist them with their finances. Often times, if a person needs assistance with both, the same individual will be appointed guardian and conservator for that person. Our firm assists individuals who are seeking to be appointed the guardian and/or conservator of an incapacitated individual, regardless of that incapacitated individual's age, through the legal process that is necessary to be appointed. A conservatorship may also be necessary when an individual under the age of eighteen receives settlement monies or an inheritance that exceeds a current statutory minimum. Our firm assists individuals and even other attorneys in establishing conservatorships for minors or adults. Once the conservatorship is established, our firm continues to assist the conservator in preparing and filing the documents with the court that are necessary to maintain the conservatorship. Our firm handles a wide range of matters that involve both personal and business insolvency. The firm handles both debtor and creditor matters and represents parties involved in business reorganizations form the debtor, the creditor and various committees involved in reorganizations. The firm has represented par