Julia F. Emery, Esq.
As a civil attorney specializing in personal and business succession planning, I partner with other financial services providers to bring comprehensive and affordable planning to their employees and existing clients. There is no question about it, relationships drive the financial services industry, and they are often the most valuable assets a financial professional has. Unfortunately, most of these professionals don’t think about leveraging their book of business when they stop working. Sure you have insurance, investments, savings, etc. But without the proper planning, you are depriving yourself and your family of multiple potential streams of revenue.
In addition, small business owners and professionals are increasingly targets of litigation. One lawsuit can destroy everything you or your client has worked to build. Bankruptcy codes and statutory exemptions don’t provide adequate protection and it is too late to protect assets once a lawsuit has been filed.
I can help protect your assets and give the peace of mind you and your clients deserve. I specialize in:
- Creating family limited partnerships or a limited liability company (LLC)
- Negotiating and drafting business succession plans
- Additional Client-Specific Trusts
- Asset Protection Trusts
- Business Buy-Sell Agreements
- Bypass Trusts
- Charitable Trusts
- Educational Trusts
- Estate and Trust Administration
- Health Care Proxies and Living Wills
- Insurance Trusts
- Life Insurance Planning
- Powers of Attorney
- QTIP Trusts
- Real Property Trusts
- Testamentary Trusts
Self-help is virtually nonexistent, so you and your clients need proactive assistance. You can help a client preserve his/her legacy while preserving your own and watch your fees grow and build revenue.
Kathrine R. Leach, Esq.
Attorney Kathrine Leach’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels at guiding her clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well-lived, Kathrine will help you to craft a plan that achieves your goals for your loved one today and for years to come.
Kathrine graduated from Rutgers University School of Law in 2013. She started her legal career as a law clerk at the Moorestown firm of LaVan Law, where she spent her days buried in discovery, writing briefs and letters, talking to opposing counsel, and trying to calm upset clients. Shortly thereafter, she was selected to serve on the defense team in a white collar federal criminal trial in Trenton. From there, Kathrine joined the Pennington firm of Lanciano and Associates as Of Counsel, where she continued to be involved in business and other litigation matters. After nearly two years in the courtroom or in trial preparations, Kathrine recognized that there had to be a better way to serve her clients. With that goal in mind, Kathrine started her first law firm: Leach Law and opened her doors to clients in March of 2014. In October of 2015, she partnered with Julia Emery to form Emery Leach, LLC, which started serving clients in February of 2016, so that together they could provide better and more meaningful service to their clients. Kathrine’s main focus for her clients – individuals, families, and businesses – was to keep them out of the courtroom through strategic planning for themselves, their families, and their businesses.
She has chosen to concentrate on individuals, families, and family-owned businesses because she is passionate about helping families create happy and secure future. As a third-generation business owner, Kathrine is uniquely aware of the needs of the family business owner.
Kathrine enjoys spending time with her family, working in her vegetable garden, and writing the next great American novel (to hit bookshelves sometime in the near or distant future).