Areas of Practice

Estate & Succession Planning
• Wills
• Revocable Living Trusts
• Marital Trusts
• Family Trusts
• Irrevocable Trusts
• Life Insurance Trusts
• Education Trusts
• Disability & Handicap Persons Trusts
• Real Estate Trusts
• Qualified Personal Residence Trusts
• Charitable Trusts
• Gifting Programs
• Valuations
• Limited Partnerships
• Family Limited Partnerships
• LLCs/LLPs
• Health Care Proxies and Living Wills
• Powers of Attorney
• Asset Protection Planning and Counseling
• Elderlaw Services
• Medicaid Planning

Estate Administation & Fiduciary Services
• Fiduciary Services and Trusteeships
• Probate Petitions and Estates
• Guardianships and Conservatorships
• Estate tax return filings
• Estate tax audits
• Trust Funding
• Trust and Probate Accountings

Taxation
• Tax return preparation and compliance
• Estate and gift tax returns; fiduciary, individual, corporate, and partnership returns
• Tax audit representation
• Tax litigation and controversy
• Acquiring Non-profit and Tax-exempt Status

Business Law
• Entity formation: corporations, LLCs, LLPs, Limited Partnerships
• Trademarks, Servicemarks
• Business Certificates
• Corporate minutes, meeting, and housekeeping
• Business acquisitions and sales
• Licensing:  Common Victualers, Alcohol, Entertainment Licenses
• Mergers and acquisitions

Real Estate
• Commercial and residential acquisitions and sales
• Commercial leases