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Creative Planning Legal

Protect and preserve your business while navigating your financial needs.

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Specialized expertise to support your business.

As a business owner you are 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. And through our team of in-house specialists including estate planning attorneys, CPAs, insurance specialists and wealth managers, we can help pull together your entire financial picture for you and your business.

A full suite of services to support your business

  • Mergers and Acquisitions
  • Real Estate Transactions
  • Business Incorporation/LLCs
  • Buy-Sell Agreements
  • Business Succession Planning
  • Powers of Attorney
  • 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™ practitioners
  • Certified Public Accountants
  • Insurance Specialists
  • Business Valuation Specialists
  • Employee Benefits Plan Attorneys

Employee Benefit Plan Legal Services

Providing employers with trusted guidance as you navigate your plan sponsor fiduciary responsibilities

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 / Advice
  • Plan Governance
  • Representation before the IRS and DOL
  • Plan Corrections (VCP, VFCP and DFVCP)
  • Benefits Advice on Mergers and Acquisitions, and Controlled Group Determinations
  • Compliance Assessments
  • Participant Claims
  • QDROs
  • 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.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021