Wills, Trusts & Estate Planning:​

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• Wills, Living Wills, Financial Powers of Attorney, Medical Powers of Attorney

 

• Irrevocable and Revocable Trusts

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• Planning for Individuals with Special Needs

• Pre-Nuptial Agreements, Post-Marital Agreements

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• Charitable Giving 

• Setting up LLCs for Estate Valuation Discounts

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• Preserving Wealth by Limiting Tax Exposure

Probate and Estate/Trust Administration:

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• Assisting Survivors after an Individual Dies with or without a Will

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• Assisting Executors and Trustees 

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• Serving as Executor or Trustee

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• Probate 

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• Assistance with Life Insurance, 401(k)s, IRAs 

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• Beneficiary Disputes 

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• Insolvent Estates

Business and Corporate:

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• Creation of Partnerships, Corporations, LLCs, Non-Profits

• Pros/Cons of Establishing Different Types of Business Entities

• Shareholder Agreements

• Representing a Buyer or Seller of a Business

• Go-to Legal Advising for Businesses (Employees, Lawsuits, Collections, Contracts, etc.)

• Transitioning a Family Business from One Generation to Another

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• Commercial Leases

Tax:

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• Real Estate Tax-Free Exchanges (IRC § 1031)

• General Tax Advising

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• Estate Planning for Tax Benefits

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Other:

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• Personal Injury

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• Contracts

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• Leases

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• Deeds