Practice Areas
Lifetime 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
