PRACTICE AREAS

ESTATE PLANNING

• Last Wills and Testaments
• Revocable Living Trusts
• Irrevocable Life Insurance Trusts
• Dynasty or Bloodline Trusts
• Grantor Retained Annuity Trusts
• Charitable Lead and Remainder Trusts
• Intentionally Defective Grantor Trusts
• Qualified Personal Residence Trusts
• Qualified Domestic Trusts
• Beneficiary Designation Form guidance for life insurance and retirement accounts
• Planning for Charitable Remainder Trusts and capital gains tax deferral
• Durable Powers of Attorney
• Designations of Health Care Surrogates
• Living Wills
• HIPAA Waivers

 

TRUST AND ESTATE ADMINISTRATION

• Administration of revocable trusts and irrevocable trusts during life
• Administration of postmortem revocable trusts
• Administration of probated wills and intestate estates
• Administration of ancillary and summary administrations
• Preparation of federal estate tax returns
• Planning regarding postmortem tax issues
• Preparation of deeds in relation to trusts and estates