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