Home > Services > Business > Legal

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



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 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


Plan Documents and Procedures

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.


Prefer to discuss over the phone?