Practice Areas
Estate Planning, Supplemental Needs Planning, and Post Death and Probate Administration
Estate Planning
- Preparation of Wills, Revocable and Irrevocable Trusts and other documents related to the lifetime management of both wealth and person such as Health Care Directives and Powers of Attorney
- Family Wealth Transfer planning, including advice on gifting programs to minimize the effect of federal wealth transfer taxation
- Business Succession Planning to ensure the continued operation of family business enterprises across generations
- Charitable Institution Planning and Creation to facilitate the charitable endeavors of clients and the community
- Faith based planning
Supplemental Needs Planning
- Supplemental Needs Panning for families with special need dependents, including Supplemental Needs Trusts and Medicaid Trusts
Post Death and Probate Administration
- Post-death administration of Estates and Trusts, including advice concerning the preparation of relevant Estate and Gift tax returns