Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Richard H. Lewis to the firm’s Trusts & Estates and Private Wealth & Taxation practice groups as a Partner. Rick handles estate planning and corporate/business transactions. He has been advising privately held businesses for more than 30 years and brings to his estate planning and business practice expertise in succession planning for family-owned and privately-held businesses.
Rick’s trusts and estates practice encompasses all aspects of personal wealth transfer planning. He works with individuals, business owners, their professional advisors and their family members, of all ages and wealth levels, across multiple generations, to achieve their estate, gift and charitable tax planning goals.
His business transactions practice includes representing buyers and sellers in negotiated stock and asset purchases; preparation of stockholders and partnership agreements, LLC operating agreements and buy-sell agreements.