Creative Planning Legal
Protect and preserve your business while navigating your financial needs.
Specialized Expertise to Support Your Business
As a business owner, you're faced with navigating entity structuring, real estate transactions, fiduciary responsibilities and understanding the value of your business. Our team at Creative Planning Legal is here to help. Through our team of in-house specialists, including estate planning attorneys, CPAs, insurance specialists and wealth managers, we can help pull together a complete financial picture for you and your business.
We Offer a Full Suite of Services to Support Your Business:
Mergers and Acquisitions
Real Estate Transactions
Business Incorporation/LLCs
Buy-Sell Agreements
Business Succession Planning
Corporate Law
Illiquid Asset Administration
Defined Contribution Plan Legal Services
Defined Benefit Plan Legal Services
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In-House Expertise for Every Piece of Your Financial Picture
Creative Planning delivers a team of credentialed, educated and action-oriented specialists, all in-house:
- Estate Planning Attorneys
- CERTIFIED FINANCIAL PLANNER™ professionals
- Certified Public Accountants
- Insurance Specialists
- Business Valuation Specialists
- Employee Benefits Plan Attorneys
Employee Benefit Plan Legal Services
Creative Planning Legal, P.A., understands you want your employees to enjoy a financially secure retirement someday. Offering a retirement plan is an important recruitment and retention benefit to help your employees reach their retirement goals.
Plan sponsors offering qualified plans must follow many rules and responsibilities, including many outlined by the IRS and DOL. Having access to trusted legal counsel can help you navigate potential issues that may arise.
Employee benefits attorneys provide support and guidance to employers who offer defined contribution and defined benefit plans.
Our Services Include:
Research and Advice
Plan Governance
Representation Before the IRS and DOL
Plan Corrections (VCP, VFCP and DFVCP)
Benefits Advice on Mergers & Acquisitions and Controlled Group Determinations
Compliance Assessments
Participant Claims
QDROs
Plan Documents and Procedures
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
Interested in Learning More?
We serve clients nationwide. Learn why people are making the switch to Creative Planning. Set up your free, no-obligation consultation today.
