Practice Areas
Our practice focuses on estate planning: from basic estate plans, consisting of simple wills and revocable living trusts, to complex estate and business planning, wealth management, and international tax and asset protection planning.
WILLS AND TRUSTS
- Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Insurance Trusts
- Charitable Trusts
- Specialized Tax Planning Trusts
- Perpetual, Generation-Skipping, and Dynasty Trusts
ASSET PROTECTION
- Wealth Preservation
- Creditor Protection
- Pre- and Post-Nuptial Contracts
- Workouts
- Offshore Trust Arrangements
ADVANCED ESTATE PLANNING
- Family Limited Partnerships
- Private Foundations
- Public Charities
- Family Holding Companies
- Private Annuities
- Estate Freezes
- GRATs, GRUTs, SPLATs, etc.
TAX
- Income Tax Planning
- Estate Tax Planning
- Tax Return Preparation
- IRS Controversies
- Tax Court Representation
- Federal Tax Compliance
- State Tax Compliance
ELDER LAW
- Guardianships
- Trust Management
- Medicaid Planning
- Powers of Attorney
- Health Care Surrogate Designations
REPRESENTATION OF FIDUCIARIES
- Probate Administration Guidance
- Trust Administration Guidance
- Executor and Personal Representative Guidance
- Fiduciary Accountings
- Fiduciary Tax Compliance
- Investment Research & Due Diligence
REAL ESTATE
- Closings
- Title Insurance
- Deeds
- Contracts
- Mortgages
- Syndication
- Development
- Tax Free Exchanges
BUSINESS LAW
- Corporate
- Partnership
- LLC's
- Franchise
- Securities
- Business Plans
- Purchase and Sale of Businesses
LITIGATION
- Will and Trust Controversies
- Family Controversies
- Appeals
- Securities and Investment Controversies
- Personal Injury
- Business Litigation