Financial Services

financialRepresentative banks and other financial institutions are a core practice of the firm. The firm is proud to count three former bank general counsels among its partners over the years.

 

The attorneys at Spengler Nathanson have over sixty years of experience representing banks and other financial institutions in connection with all phases of banking law and operations, including representation in connection with deposit accounts, commercial paper and clearinghouse/federal reserve issues, electronic funds, lock boxes and safe deposit boxes, trusts, state and federal regulatory and compliance concerns, facilities/real estate ownership, banking center and LPO establishment, and leases and subtenants.

 

Find an attorney focusing in the Financial Services industry for the following areas of law:

Succession Planning

Wealth management is another core practice area of Spengler Nathanson. Our attorneys will help you develop succession plans that minimize or eliminate federal and state taxes while successfully installing the next generation of leaders for your business. We have represented many multi-generational family businesses and can help you address and plan for family disagreements and outside conflicts before they occur. We can also help to resolve those disputes if they occur.

 

Attorneys who can assist you:
Thomas A. Lupica
Michael W. Bragg
Richard E. Wolff
James C. Anderson
J.Peter Millon
David G. Wise

 

Tax

Tax – Federal, State and Local

 

Our attorneys know well the complexities of taxation and can assist you in understanding tax law and minimizing the effects on your bottom line. We represent taxpayers in business planning, including exit strategies, charitable giving, compensation planning, and income taxation for trusts and estates. With our assistance, you will be able to comply with the ever-changing tax laws, while still meeting your own business and personal goals. Some of the services we provide are business and income tax planning, transactional planning, corporate and partnership planning, entity selection, business succession planning, Internal Revenue Service audit and appeal representation and state and local tax, including sales and use tax representation.

 

Attorneys who can assist you:
Michael W. Bragg
Thomas A. Lupica
Richard E. Wolff
David G. Wise

Commercial Collections

Recovery of business debt is a reality of any business. Spengler Nathanson attorneys can assist you in your efforts to follow federal and state collection laws. Before you undertake collection, be advised that numerous collection practices can cause serious repercussions.

 

Is your company permitted by law to call customers at an odd hour or to disclose to a third party that your customer owes you money? In many instances, the sooner you retain counsel to assist you pursuing your delinquent commercial accounts, the sooner your company will be in a position to collect the debt or make a determination that collection effort is not warranted.

 

Attorneys who can assist you:
Richard E. Wolff
Teresa L. Grigsby
James P. Silk Jr.
Sarah K. Skow
J.Peter Millon

Wealth Preservation

Our attorneys have extensive experience in connection with the use of creative and sophisticated techniques and plans to help you retain the wealth you have accumulated, while also planning for the transfer of that wealth to the next generations while minimizing or eliminating the tax you might otherwise have to pay in connection with a transfer upon your death.

 

Attorneys who can assist you:
James C. Anderson
Larry G. Calcamuggio
Thomas A. Lupica

Richard E. Wolff
J.Peter Millon
David G. Wise

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900 Adams Street
Toledo, Ohio 43604