Andrew Cleary represents businesses and their owners in a variety of business planning, operational, and succession services. Whether you’re just starting out or winding up you business operations, we can help with all phases of you business:
Starting a business often creates a lot of questions. How should I structure the business for the easiest path to success? How will I be taxed based on structure? How can I bring in investors? How protected are you from claims against the business? We can answer any question you may have during while starting your business.
Now that your business is operational or it has been operational for some time, how do you grow your business? You need contracts for your services or products, want to expand into new territories, secure that new deal, or hire more employees. The review and guidance from our services are sure to set you up for success.
You’ve worked hard for many years to achieve success, but how are you planning on leaving the business? Do you want to outright sell to third party? Have a key employee interested in purchasing the business? Have other partners who would like to buy your interest? Exiting a business can be as complex as entering it, talk with us to review your options.
Mergers and Acquisitions is just another term for the buying and selling of businesses between each other. Are you going to remain as an employee after the sale? Do you or the business need to meet certain criteria for the sale to happen? How will the sale affect any tax credits or licenses of the business? Will employees need to accept employment from the new owner? Mergers and Acquisitions have a lot of moving parts that need to balanced carefully. Come to us for the proper care and balance needed to close the deal.

Civil Litigation refers to court proceedings between two parties where one party is seeking remedies or damages for a wrong committed or one that is likely to happen. Cleary Law, PLLC focuses on those civil litigation disputes between businesses, disputes within a business between owners or employees, and business clients.
Civil Litigation starts when a party files a complaint against another for damages, to protect a right or interest, or prevent a harm to your interests. However, the litigation process starts before the filing of the complaint. A complaint needs to identify the proper parties, evidence needs to be gathered, and proper analysis of the circumstances surrounding the complaint needs to be completed before filing.
In short, without an agreement between the parties, Civil Litigation cannot be avoided so long as the plaintiff wants to pursue it. Civil Litigation starts when a complaint is filed in court, but there are often steps to solve the problem before litigation starts or early in the proceeding, such as:
The methods listed above (often called alternative dispute resolutions) are some of the most common ways parties can come to an agreement before starting litigation or early in the litigation process.
You should pursue litigation if you have suffered a harm or it is likely that you will suffer a harm. Situations where there was a breach of contract, damage to property, or injury to your interests are common causes for litigation.
It is important to start this process as soon as possible after cause for litigation so you may understand your rights and . Contact us if you are seeking representation during a litigation proceeding, during alternative dispute resolutions, or to represent you and your interests.

Estate Planning refers to the creation of documents that will direct your representative(s) on how to manage, distribute, or allocate your assets after death. It also includes documents that direct your agents on the type of care you would like to receive, medical decisions, financial decisions, and other concerns at the time of incapacity or upon the occurrence of a specified event. Documents that go into estate planning include:
A Will is the most basic estate planning document, but is also one of the most important documents. A Will directs your representative and the court on how to distribute your assets. You can add as many or as little stipulations to the distributions as you want, like what assets are to be sold, how the proceeds should be used, who is entitled to any and what assets, and so on. A Will can also appoint guardians for minors or incompetent loved ones so you can rest assured that they will be looked after.
Powers of Attorney (POAs) refer to documents that give another person the ability to act on your behalf in certain scenarios or upon the occurrence of a specified event. Medical POAs allow your agent to make medical decisions on your behalf if you are unable to make those decisions. A Durable or Financial POA allows your agent to manage your assets or act for you when dealing with third parties that may have an interest in your assets. Your agents power to under a POA starts when you decide it starts, but is typically on the incapacity of the principal.
An Advanced Healthcare Directive memorializes your wishes on what health care treatment you would like to receive if another has to make those decisions for you. It deals with life sustaining treatment, organ donation, and other medical treatment you would like to receive and for how long you would like to receive it.
A HIPAA Release allows for your agent to view your medical records so they may make informed decisions on your behalf.
Trusts are a tool used to ease the probate process, protect assets, and plan to minimize the financial burden of your beneficiaries. Trusts allow the grantor (creator) to move assets into a separate legal entity for probate and tax purposes depending on the kind of trust created.
Revocable Trusts ease the burden of the probate process by moving your assets outside of your probate estate. Irrevocable Trusts remove assets from your probate estate and your taxable estate by creating a separate legal entity from the original owner. A grantor forfeits all rights to assets in an Irrevocable Trust and that trust manages the assets in accordance with the trust document.
Schedule a consultation with us to find out more about trusts and how they can be used to help you.

Contact us by calling (704) 930-3195 or by emailing acclearylaw@gmail.com to schedule an initial consultation.
Cleary Law, PLLC | (704) 930-3195 | acclearylaw@gmail.com | 1233 The Plaza, P.O. Box 189074, Charlotte, North Carolina, 28205