Business Planning

Form, grow, and protect your business with expert legal guidance tailored to your entity type and long-term goals.

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MEET JULIE ANN SOWARDS

What We Do

We provide business planning services that help you form, grow, and maintain your business. Our attorneys specialize in setting up and managing several types of business entities, including Limited Liability Companies (LLCs), corporations, partnerships, and S corporations.

Types of Business Entities

Limited Liability Companies (LLCs):

An LLC is a well-liked business form because it combines the adaptability and tax advantages of a partnership with the liability protection of a corporation. Our attorneys can assist you with creating an LLC that fulfills your unique requirements and objectives, including the creation of an operating agreement, acquiring required licenses and permissions, and ensuring State law compliance.

Corporations:

Forming your company as a corporation can offer you protection from personal liability, tax benefits, and the option to raise money by selling stock. By writing the articles of incorporation, making the bylaws, and submitting the necessary paperwork to the State, our attorneys can assist you with incorporating your business.

Partnerships:

A partnership is a business entity with two or more people who jointly own and run a business. Our attorneys can help you establish a partnership by drafting a partnership agreement that outlines each partner’s responsibilities and ensures legal compliance.

S Corporations:

An S corporation is a type of corporation that allows pass-through taxation, which could help your business save a significant amount of money in taxes. By creating corporate bylaws, certifying compliance with state laws, and submitting the necessary papers to the IRS, our attorneys can assist you in forming a S corporation.

Our team is committed to helping you achieve your business goals!

Get in contact with us today to learn more about our business planning services and how we can help you grow your business!

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 Preston Metcalf 
 
 
 
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Julie Sowards, Esq. exceeded our expectations and helped us through the maze of documentation and reporting for the Triton Museum of Art in Santa Clara. She merits our highest recommendation.
  
 
  
 
 
 
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Absolutely the best attorney and TEAM we could have asked for. From the very beginning, they went above and beyond for us with professionalism, dedication, and genuine care. Every detail was handled perfectly, communication was excellent, and they made a very stressful process feel so much easier.

You can truly tell they care about their clients We are beyond grateful for everything they’ve done for us and highly recommend them to anyone looking for an honest, knowledgeable, and outstanding attorney.       Thank you from Marina
  
 
  
 
 
 
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 Vanessa Callanta 
 
 
 
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Julie is extremely knowledgeable and is very helpful with providing information and answering questions. I have referred people to her and she has been great in assisting them with their trust/estate needs. Thank you, Julie!
  
 
  
 
 
 
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 Lisa Mann 
 
 
 
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I am an attorney and when my family needed an attorney to set up their estate plan, I sent them to Julie. I trust her wholeheartedly. I knew she would complete the service professionally and with kindness. My family was very thankful to be able to work with Julie and they were very happy with the services provided.
  
 
  
 
 
 
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 Brian Gordon 
 
 
 
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My experience with Bay Area Estate Attorneys, particularly with Julie and her team, has been quite positive.

The guidance and direction provided have been excellent, clarifying numerous aspects of Trust Administration that I initially found confusing.

I consistently received prompt and thorough responses to my inquiries.

A genuine interest was demonstrated, and no question was considered too trivial, insignificant, straightforward, or complex.
  
 
  
 
 
 
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 Christine Veitch 
 
 
 
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Excellent service, Julie meet all our needs. She brought clarity as we maneuvered through uncharted waters at an emotionally difficult time in our lives. Her staff , highly professional  helpful and caring.My husband and I would recommend Bay Area Estate Attorneys to our family and friends.