Aimee P.

I provide precise legal document review and editing for federally regulated financial and ownership structures, with experience supporting Self-Directed IRAs (SDIRAs) and closely held entities. I assist clients by reviewing and refining transaction letters, opinion letters, and operating agreements to ensure clear ownership distinctions, properly defined authority, and alignment with applicable federal tax and regulatory requirements. My work emphasizes accuracy, risk identification, and clarity for third-party review, including custodians and financial institutions. I deliver polished, submission-ready documents and can provide both clean final versions and redlined copies with concise explanatory comments, allowing clients to move forward confidently and efficiently. Areas of Practice • Federal Compliance & Regulatory Review • SDIRA & Retirement Account Documentation • Entity Ownership & Authority Language • Opinion & Transaction Letter Review • Operating Agreement Review • Prohibited Transaction Risk Analysis • Custodian & Institutional Submissions • Redlined Legal Revisions