Areas of Practice

Business Planning, Formation, & Organization

We can assist you with the following practice areas, with a focus on family and asset protection, and the minimization of income taxes at both the individual and corporate levels.

 

  • Corporations

  • Professional Associations & Corporations

  • Limited Liability Companies

  • Partnerships

  • Bylaws

  • Company Agreements

  • Partnership Agreements

  • Tax Planning & Strategies

  • Buy-Sell Agreements

  • Mergers, Reorganizations, & Dissolutions

  • Stock Purchase Agreements

  • Asset Purchase Agreements

  • Annual Review & Updating of Minute Books

  • Business Succession Planning

  • Asset Protection

Estate Planning

Most of our clients desire to leave a legacy that is a blessing to their loved ones, and not a burden. Estate planning is essential to conflict avoidance, efficient estate administration, and the minimization or elimination of the estate tax.  We provide the following estate and incapacity planning documents:  

 

  • Last Will and Testaments

  • Living (Revocable) Trusts

  • Irrevocable Life Insurance Trusts

  • Grandchildren’s Trusts

  • Education Trusts

  • Durable Powers of Attorney

  • Medical Powers of Attorney

  • Directive to Physicians

  • HIPPA Release and Medical Authorization Agreement

  • Preparation of Form 709 Gift Tax Returns

Probate & Estate Administration

After the death of a loved one, we can provide the necessary legal services for an estate administration and legal succession to heirs and beneficiaries. 

 

  • Probate of Wills

  • Muniments of Title

  • Heirship Proceedings

  • Small Estate Affidavits

  • Independent & Dependent Administrations

  • Preparation of Form 706 Estate Tax Returns

  • Creditor Issues & Representation

Trust Administration

Trusts are often long-term or ongoing arrangements, with a number of issues that may arise during the life of a trust.  We provide services and advice to individual and corporate Trustees, as well and representation to beneficiaries in protecting their interests, as follows:

 

  • Individual & Corporate Fiduciary Representation

  • Accountings & Compliance

  • Trust Modifications

  • Trust Terminations

  • Trustee Resignations & Successor Appointments

  • Trust Decanting

Elder Law & Guardianship

Elder law issues can range from incapacity planning to special needs trusts or guardianships.  We can provide services and legal advice in a sensitive and compassionate manner, as follows:

 

  • Special Needs Trust

  • Incapacity Planning

  • Long-term Care Planning

  • Guardianship for Incapacitated Individuals

  • Guardianships for Minors

  • Court Management Trusts

  • Child Inheritance Issues

Asset Protection

All of our planning services are geared towards protecting you and your family, estate, business, and assets from the risk of loss due to creditors, lawsuits, and federal income and estate taxes.  Additional asset protection strategies that we provide include the following:

 

  • Family Limited Partnerships

  • Limited Liability Companies

  • Corporations

  • Professional Associations & Corporations

  • Pre-Marital and Post Marital Agreements

  • Annual Family Gifting Plans

  • Conversion to Exempt Assets

  • Life Insurance Planning

  • Irrevocable Trusts

  • Deferred Compensation Plans

  • Ladybird Deeds

  • Probate Avoidance Techniques

Real Estate

Allow us to assist you in your real estate ventures and dealings, as we provide the following services to protect your real estate interests:

 

  • Real Estate Contracts- Acquisition & Sales

  • Title Issues

  • Easement Issues

  • Leases

  • Financial & Lending Issues

  • Tax Free Exchanges

  • Real Estate Ventures & Entities

  • Rental Properties

  • Office Buildings, Shopping Centers & Other Commercial Properties