Practice Areas | Estate Law & Planning

Most everyone would like to pass their assets to loved ones once they have departed. To ensure your property is distributed in the manner you intend advance planning is required. Further, through planning you can avoid paying unnecessary taxes and avoid having your assets tied up in probate.

Specific Matters Handled

Estate, Income, & Gift Tax Planning

• Wills
• Powers of Attorney Health Care
• Directives Testamentary Trusts Revocable (Living)
• Trusts Irrevocable Trusts
• Irrevocable Life Insurance Trusts
• Charitable Trusts
• Family Limited Partnerships
• Family Holding Entities
• Supplemental and Special Needs Trusts
• Medical Assistance Planning
• Disability Planning
• Estate & Gift Tax Plans

Estate Administration

• Probate Proceedings
• Trust Administration
• Guardianships & Conservatorships
• Estate & Trust Litigation
• Post-Mortem Planning

Asset Preservation

• Ownership of Assets
• Maximizing Investment Return
• Protecting Assets
• Higher Education Funding Strategies
• Pre-Marital and Post-Marital Agreements
• Retirement Planning
• Long Term Care & Disability Planning

Personal & Business Succession Planning

• Business Entity Selection and Creation
• Corporate Governance
• Business Succession Planning
• Buy-Sell Agreements
• Purchase/Sale of Business
• Shareholder Control Agreements
• Corporate Minutes

Elder Law

• Nursing Home Abuse
• Financial Abuse
• Temporary and Permanent Restraining Orders
• Disability Benefits

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