What are common legal needs of Investors in South Carolina?

[Erik Sklar]

In your experience, what are some common legal needs that you encounter?

Recently I have seen a high influx of LLC and Partnership agreements related to redevelopment projects and Opportunity Zone Funds; and I am looking to broaden my research and product development related to other needs that investors may have down the road.

[Kayce Tackett]

We'd love to have a relationship with an investor-friendly attorney who would offer investor-friendly boutique-type services.  For example, we'd be happy to pay some reasonable and nominal retainer fee in order to have the ability to text this attorney and get answers to our questions as they arise, rather than having to schedule an appointment or go through a paralegal or wait indefinitely on an answer via email.  Ideally, this arrangement would assure us of an answer in a reasonable amount of time.  We know a small-business attorney who provides this exact type of boutique services to his small-business clients.  Also, a proactive approach, rather than reactive, would be greatly appreciated.  For example, like @Jason Merchey said, an attorney who put himself/herself in the client's shoes in their approach:  "What would I want my attorney to caution me about?  What would I want my attorney to tell me to ask my CPA about?  What would I want my attorney to suggest to me in order to facilitate smoother transactions?" and so on.  The way an attorney could make himself/herself indispensable is to be proactive with advice about our money and our investments like he/she would be with their own investments, not leaving us to discover information on our own and then using them as a source to verify it.  Once a year, our financial planner says it's time for us to meet to review the past year and plan for the upcoming year.  We do the same with our CPA.  Our hope would be to one day find an investor-friendly attorney who sees himself/herself as an extension of our investment team and offers the same proactive perspective.  I would imagine we'd need less and less involvement over time, but as fairly new investors, this type of approach would surely result in making raving fans out of us.  I hope that's helpful, @Erik Sklar.