PRACTICE AREAS

Estate Planning

▸   Wills and Trusts (Including Living Trusts)
▸   Gift Trusts (Including Related IRS Gift Tax Filings)
▸   Special Needs Trusts and Related Planning
▸   Life Insurance Trusts (Including Related IRS Gift Tax Filings)
▸   Life Insurance Planning
▸   Retirement Benefit Distribution Planning
▸   Tax-Planned Charitable Giving
▸   Planning Relating to Disability or Incapacity
▸   Tax Planning and Advice
▸   Business Succession Planning
▸   Asset Preservation Planning

▸ Premarital/Marital Property Agreements
▸ Family Limited Partnerships

Estate Administration

▸   Probate Administration
▸   Estate Tax Compliance (Returns and Audits)
▸   Inheritance Tax Compliance (Returns and Audits)
▸   Post-Mortem Estate Tax Planning
▸   Post-Mortem Estate and Personal Income Tax Planning

Business Organizations

▸   Business Tax Planning and Advice
▸   Entity Selection and Design
▸   Formation of Corporations and Partnerships
▸   Formation of Limited Liability Companies/Partnerships
▸   Buy-Sell Agreements
▸   Business Entity Sales
▸   Deferred Compensation Arrangements

Tax-Exempt Organizations

▸   Nonprofit Corporations
▸   Public Charities
▸   Private Foundations
▸   Charitable Trusts