My practice focuses on estate planning and all of the sub-specialties this implies. My work for clients encompasses the preparation of all types of wills, trusts, powers of attorney, living wills, health care surrogate designations, and other documents required to properly care for both individuals and families. Much of my work in estate planning encompasses advanced planning designed to preserve wealth for future generations. Advanced planning strategies may include closely held businesses, real property, life insurance policies, beneficiary designations, and trust funding.
Developing a timely prepared and comprehensive estate plan is one of the most important tasks an individual or family can undertake to assure themselves and their families that a financial legacy earned will be protected and passed efficiently to future generations. A plan should encompass both the realities of unexpected incapacity and death. Quality estate … Read more
When death occurs, it is sometimes necessary to probate an estate or administer a trust. The duties imposed on a personal representative (executor) and trustee by statute and via common law are comprehensive and encompass dealing with a decedent’s creditors, preparing an inventory of assets, selling real estate and other assets, protecting and investing assets, … Read more
Federal gift and estate tax planning is (and planning for the generation skipping transfer tax) often, by necessity, a critical companion in developing a comprehensive estate plan. I am experienced in analyzing assets and their values for tax reporting purposes and working with clients in determining how assets can be transferred to beneficiaries during life … Read more
Closely held businesses are an integral part of many estate plans. Closely held businesses not only offer operational frameworks, but they offer other advantages as well, such as tax planning and creditor protection. Closely held businesses often make up a large percentage of an individual’s net worth and can be the subject of some of … Read more