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Our law firm offers a wide range of estate services that cover both the tax and legal implications to our individual, trust, estate and business clients. We strive to provide personalized quality legal and tax services in connection with estate planning, estate documentation and estate administration on a timely basis. Below we have listed the estate services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a legal or tax service if you do not see it listed.

Some of the document drafting and estate and gift planning services we provide as part of comprehensive estate planning include:

    • Complex and simple wills

    • Living wills/advance medidal directives

    • Durable Powers Of Attorney

    • Revocable trusts

    • Irrevocable trusts

    • Asset protection planning

    • Family Limited Partnerships/LLCs

    • Estate and gift tax planning and minimization techniques, tax and liquidity projections

    • Beneficiary designation considerations for retirement plans, IRAs, annuities and life insurance

    • Business succession planning and exit strategies for senior members of a business enterprise

    • Second marriage considerations

    • Charitable remainder trusts, charitable unitrusts

  • Estate and Trust Tax Return Preparation

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