Practice Areas
Basic Estate Planning
- Powers of Attorney for Health Care
- Powers of Attorney for Property
- Wills
- Living Trusts
- Retitling of assets / updating beneficiary designations
Estate and Gift Tax
- Estate Tax Preparation (Form 706)
- Gift Tax Preparation (Form 709)
- IRS Audits of Estate and Gift Tax Returns
Advanced Estate Planning Techniques
- Gift Trusts
- Family Limited Partnerships (FLP)
- Irrevocable Life Insurance Trusts (ILIT)
- Qualified Personal Residence Trusts (QPRT)
- Charitable Lead Trusts (CLT) and Charitable Remainder Trusts (CRT)
- Grantor Retained Annuity Trusts (GRAT) and Grantor Retained Unitrusts (GRUT)
- Spousal Lifetime Access Trusts (SLAT)
- Additional Advanced Estate Planning Techniques
Probate and Estate Administration
- Small Estate Affidavits
- Representation in Probate Court
- Administration and distribution of estate and/or trust assets