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.