Areas of Service

Business Formation & Corporate Governance

Early decisions like where to organize, what vehicle to use, and properly structuring your business relationships can meaningfully impact your business as it grows and evolves. We’ll guide you through these choices up front and explain your options to allow you to make decisions that best fit your strategy. 

  • Company incorporation (LLC, partnership, corporation, etc..) and corresponding by-laws
  • Negotiating and drafting partnership agreements
  • Advising board member(s) concerning duties to a corporation
  • Financing Agreements - secured and unsecured
  • Forming an LLC and corresponding operating agreement
  • Preparing annual and special shareholder and director meeting minutes for a corporation or LLC
  • Trademarks

Contract Negotiation & Drafting

A service agreement can make or break your business. Let us ensure that your agreement has adequate reps and warranties, indemnities, limitations of liability, accurate deliverables, and fairly balances the risk of the given arrangement.

  • Service offering agreements
  • Non-disclosure / non-compete agreements
  • Purchase and sale agreements
  • Software/technology agreements (outbound, inbound/vendor, development, outsourcing)
  • Real estate lease and/or purchase agreements for office space and equipment
  • Consumer loan programs

Trust & Estate Litigation

The passing of a loved one can elevate emotions and jeopardize the decedent’s wishes as commemorated in a will or trust. Let us assist you in protecting your rights and preserving your loved one’s legacy.

  • Disputes regarding the terms of a trust or wil
  • Breach of fiduciary duty concerning a trustee, executor or administrator
  • Petitions to remove a trustee
  • Heggstad Petition for transfers of property to a trust
  • Requests for accounting and/or information regarding trustee, executor or administrator activity

Data Privacy & Information Security

Safeguarding consumer information has never been so important. Let us assist with analyzing applicable law and implementing corresponding policies and procedures. We can assist with:

  • Website security and privacy statements
  • Gramm Leach Bliley Act compliance
  • California Consumer Privacy Act
  • GDPR
  • Information security policies and procedures
  • Red Flag rules and identity theft policies
  • ADA digital compliance

Vendor Diligence

Does your business utilize vendors? Vendors can be a great asset to facilitate growth. However, vendors can also create substantial risk when they are left without monitoring. Let us help you design a plan to keep your vendors in your line of sight while creating a record to prove your diligence.

  • Onsite review templates
  • Contract review
  • Insurance requirements
  • Indemnification and limitation of liability
  • Information security breach notification procedures

Commercial Disputes

If you’re in business long enough, you’re bound to have a dispute that may lead to litigation. Let us help you assess your situation and strategize on moving towards your desired outcome.

  • Securities litigation
  • Partnership dissolution
  • Employment issues
  • Purchase and sale disputes
  • Promissory note enforcement
  • FINRA arbitration

Frequently Asked Questions

Most frequent questions and answers for the Leo Law Office.

We accept checks and credit cards. Credit cards may result in a processing fee of up to 3%.

Hourly rates vary depending on the nature and complexity of the matter. Generally, the average hourly rate is $375.

Our law office is conveniently located at 110 W A Street, San Diego, CA 92101 in downtown San Diego near the court houses. In person consultations and meetings are available upon request. 

In person consultations and meetings are available upon request

Yes, we offer consultations. Note, a consultation generally lasts up to 15 minutes. Paid consultations may be available where document review is requested.

Yes, however, such arrangements are solely in our discretion.

No, however, there are notary services located nearby.

No, we do not handle criminal matters.