Practice Areas
WILLS AND TRUSTS
- Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Insurance Trusts
- Charitable Trusts
- Generation-Skipping (Perpetual/Dynasty) Trusts
ASSET PROTECTION
- Creditor Protection
- Wealth Preservation
- Pre- and Post-Nuptial Contracts
ADVANCED ESTATE PLANNING
- Family Limited Partnerships
- Private Foundations
- Public Charities
- Family Holding Companies
- Private Annuities
PROBATE AND ESTATE/TRUST SETTLEMENT
- Probate Administration
- Trust Administration
- Executor and Personal Representative Guidance
- Fiduciary Accountings
- Fiduciary Tax Compliance
- Investment Research & Due Diligence
RESIDENCY AND DOMICILE ISSUES
- Declarations of Domicile
- Form 8822 – IRS Change of Address Notice
- Homestead Issues
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
