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