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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