Representing clients in all forms of estate planning ranging from drafting wills and revocable trusts to more complicated planning, such as family limited partnerships, sales to intentionally defective irrevocable trusts and business succession planning. Additional planning includes lifetime gifts programs, charitable lead and remainder trusts, private foundations, qualified personal residence trusts, grantor retained annulity trusts, generation-skipping transfer tax planning and irrevocable life insurance trusts.
Handling probate and trust litigation by representing fiduciaries, individuals and family businesses, will and trust contests, defense and prosecution of fiduciary surcharge proceedings, will and trust construction, interpretation and reformation proceedings and estate and gift tax litigation matters in state and federal courts. Striving to achieve maximum beneficial results through negotiation, litigation, trial, appeal and alternative dispute resolution methods.
Tax-Oriented Wills Powers of Attorney Living Wills Health Care Proxies QTIP trusts Unified credit trusts Life insurance trusts Lifetime Gifts Generation Skip Tax Planning Family Partnerships
and Limited
Family Partnerships Qualified Personal Residence Trusts Defective "Grantor Trusts"
Disclaimers Elective Share Grantor Retained Annulity Trusts Charitable Trusts and Private Foundations Limited
Liability Companies (LLC) Self Cancelling Installment Notes Recapitalizations Private annuities Special Needs Trusts Alternative Valuation Date
, LLC