Practice Areas
Lifetime Estate Planning
- Revocable Living Trusts
- Wills
- Advance Health Care Directives
- Powers of Attorney for Asset Management
- Retirement Plan and Life Insurance Beneficiary Designations
- Lifetime Gifting & Inter-Generational Wealth Transfer Strategies
- Life Insurance Trusts
- Qualified Personal Residence Trusts
- Grantor Retained Annuity Trusts
- Special Needs Trusts
- Charitable Gift Planning
- Co-Ownership Agreements & Legal Entity Formation in the Context of Estate Planning
Charitable Planning
- Implement Clients’ Lifetime & Testamentary Charitable Wishes
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Donor Advised Funds
- Direct Gifting Strategies
- Valuation Planning
- Gift & Estate Tax Strategies
Post-Death Estate Administration
- Living Trust Administration
- Probate Administration
- Advising Trustees & Executors
- Representation of Estate & Trust Beneficiaries
- Small Estate Administration
- Estate Tax Return Coordination
Business Succession Planning
- Inter-Generational Planning for Business Ownership & Management
- Entity Formation
- Co-Ownership Agreements
- Valuation Issues & Strategies