PRACTICE AREA

Estate Planning

  • Create estate plans, including drafting trust agreements, wills, financial powers of attorney and health care directives.
  • Advise clients how to maximize tax savings and simplify estate administration and avoid probate.
  • Draft pre-nuptial and post-nuptial agreements.
  • Handle Guardianships and Conservatorships.

PRACTICE AREA

Estate Administration and Tax

  • Guide trustees, personal representatives, and other fiduciaries through the estate administration process. Asset inventory, valuation, accounting, and distribution to beneficiaries.
  • Navigate disputes between beneficiaries and fiduciaries and provide representation if litigation is required.
  • Preparation of federal and state estate and gift tax returns.