Bruce H. Balonick

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Overview

Bruce H. Balonick handles corporate, real estate and estate planning matters and has substantial experience representing a broad range of both privately and publicly held businesses engaged in industries such as financial services, health care, manufacturing, retail and computer technology. He represents these clients on a nationwide basis in structuring, negotiating and documenting asset and stock acquisitions and sales, mergers, joint ventures and other business transactions. For a number of years Bruce has spent significant time representing and counseling money service businesses and their trade associations. His involvement includes counseling clients of various sizes concerning formation, governance, regulatory matters, day-to-day activities and their acquisitions and dispositions.

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Bruce provides assistance to closely held businesses with issues relating to ownership succession, including the structuring and implementation of buy-sell agreements and other vehicles relating to the transferability of business interests. In addition, his practice includes estate planning, trust and probate administration, and the tax issues relating to these practice areas.
Bruce has spoken at seminars sponsored by banks, publishers, and trade associations. These seminars have covered a broad range of issues, including:

  • Tax and estate planning
  • Money laundering compliance
  • State taxes
  • Retirement and succession planning
  • Shareholder buy sell agreements
  • Business formation
  • choice of entity considerations
  • General issues relating to mergers and acquisitions
     
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