We provide the following legal services to our clients:

  • Wills and Revocable Trusts
  • Durable Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Living Wills
  • HIPAA Authorization Forms
  • Probate Avoidance
  • Asset Protection
  • Trusts for Minors
  • Pet Trusts
  • Education Trusts
  • Beneficiary Designations of Retirement Accounts and Life Insurance Policies
  • Funding Revocable Trusts, including Re-Titling Real Estate
  • Incapacity Planning
  • Guardianship Appointments
  • Supplemental Needs Trusts
  • International Planning
  • Planning for U.S. Non-Citizen Spouses (including "QDOTs")
  • Non-Judicial and Judicial Trust Modifications and Terminations
  • Business Succession Planning
  • Irrevocable Gifting Trusts
  • Irrevocable Life Insurance Trusts ("ILITs")
  • Generation-Skipping Transfer ("GST") Trusts
  • Family Limited Partnership ("FLP"), Limited Liability Company ("LLC"), and S-Corporation Planning
  • Valuation Discount Planning
  • Sales of Assets to Grantor Trusts
  • Grantor Retained Annuity Trusts ("GRATs")
  • Qualified Personal Residence Trusts ("QPRTs")
  • Charitable Remainder Trusts ("CRTs") and Charitable Lead Trusts ("CLTs")
  • Premarital ("Prenuptial") and Postmarital Agreements
  • Estate and Trust Administration
  • Probate Administration
  • Heirs Disputes and Litigation

 

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Next Steps...

Congratulations!  You have taken the first step in estate planning and that is realizing the continuing need to plan for your affairs.  The next step is to call or email our office to request a client questionnaire where you will share important confidential information with us so that we may better formulate a plan for you.  We will also schedule an appointment to sit down with you to get to know each other.  I will provide suggestions as to what you will need to do to achieve your estate planning goals.  The initial client conference will take about one hour and is completely free of charge.  If you are not satisfied that we are the right fit for you, there is no obligation to engage our firm for any further assistance.