Estate Planning: We assist our clients in designing, implementing and maintaining appropriate estate plans.
- Wills
- Trusts
- Revocable and IrrevocableTrusts
- Charitable Remainder and Lead Trusts
- Trusts for Minors
- Irrevocable Life Insurance Trusts (ILITs)
- Residential Trusts
- Powers of Attorney for Property and Health Care
- Living Will Declarations
- Pre-Nuptial Agreements
- Lifetime Gift Planning and Implementation
- Gift Tax Return Preparation and Filing
- Charitable Planning
- Business Succession Planning
- Asset Protection Planning
- Family Limited Partnerships
Estate and Trust Administration: We advise and guide families, executors and trustees through the estate and trust administration process.
- Fiduciary Obligations of Executors and Trustees
- Probate and Court Proceedings
- Filing of the Will
- Heirship Notification
- Formal Accountings for Beneficiaries of a Probate Estate or Trust
- Distribution of Assets
- Estate Tax Return Preparation and Filing
- Funding of Trusts
Business Services: We counsel clients on the selection and establishment of appropriate business entitities.
- Business Formations, including Corporations, Partnerships, Limited Liability Companies (LLCs) and Limited Liability Partnerships (LLPs)
- Contracts
- Partnership Agreements
- Shareholder Agreements
- Purchase and Sale of Business
- Business Succession Planning
- Family Business Services
Contact our firm for your estate planning, estate and trust administration and business services needs.