Practice Areas

Practice AreasLifetime Estate Planning

  • Fundamental Estate Planning
  • Revocable Living Trusts Wills
  • Advance Health Care Directives Powers of Attorney for Asset Management
  • Marital Property Agreements Retirement Plan and Life Insurance Beneficiary Designations
  • Specialized Estate Planning
  • Life Insurance Trusts Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts Lifetime Gifting & Inter-generational Wealth Transfer Strategies
  • Special Needs Trusts Charitable Gift Planning
  • Co-Ownership Agreements Legal Entity Formation

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 Issues

Post-Death Estate Administration

  • Will Administration & Probate Intestate Succession Administration
  • Living Trust Administration Estate Tax Return Preparation & Coordination
  • Advising Trustees & Executors Representation of Estate Beneficiaries
  • Summary Estate Proceeding

Business Succession Planning

  • Inter-generational Planning for Business Ownership & Management
  • Entity Formation
  • Buy-Sell Agreements
  • Co-Ownership Agreements
  • Buy-out Funding
  • Valuation Issue