Areas of Practice

Estate and Trust Planning

Depending on the particular client's needs and goals, planning for estate and trust matters may be as simple as using fundamental tools such as Wills, Powers of Attorney, Health Care Directives, IRA and 401k beneficiary designations, and Living Trusts. In some situations, more advanced planning devices may be important, including Irrevocable Life Insurance Trusts, entity discounting (Family Limited Partnerships, Limited Liability Companies and Corporate Recapitalizations), Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Defective Grantor Trusts, Private Annuities, SCINs, Charitable Remainder Trusts and Private Foundations.

Probate, Estate & Trust Administration, Fiduciary Counseling

Business Succession Planning

Taxpayer Representation - IRS Disputes and Collections

Asset Protection Planning

Business Structuring