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General Estate Planning:

  • Revocable Living Trusts
  • Credit Shelter Trusts
  • Marital Trusts
  • QTIP Trusts
  • Financial Powers of Attorney
  • Disability Planning
  • Health Care Powers of Attorney
  • Living Wills
  • Planning for Special Needs Children
  • Wills
  • Elder Law and Medicaid Planning

Advanced Estate Planning:

  • Inheritor's Trust
  • Education Trusts
  • Life Insurance Trusts
  • Irrevocable Trusts
  • Alaska Community Property Trusts
  • Qualified Retirement Plan Trusts
  • Generation-Skipping Trusts
  • Multi-Generation Planning
  • Private Annuities
  • Grantor Trusts
  • Split-Interest Trusts
  • Intentionally Defective Trusts
  • Asset Protection Planning

Charitable Planning:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Annuities
  • Supporting Organizations
  • 501(c)(3) Representation
  • Gifts of Highly Appreciated Assets
  • Charitable Distribution of IRAs

Tax Planning:

  • Estate Taxes
  • Gift Taxes
  • Captial Gain Taxes
  • Income Tax Planning

Business Planning:

  • General Business Representation
  • Corporate Counsel Services
  • Business Protection Planning
  • Buy Sell Agreements
  • Disability Planning
  • Family Limited Partnerships
  • Limited Liability Companies
  • Corporation and LLC Formation
  • Sales of Highly Appreciated Assets
  • Business Transfers
  • Director and Shareholder Minutes
  • Corporate Finance Transactions
  • Asset Protection
  • Real Estate Transfers

Estate and Trust Administration:

  • Trust Funding
  • Post-Mortem Trustee Representation
  • Trustee Support Services
  • Post-Mortem Estate Tax Planning
  • Post-Mortem Income Tax Planning
  • Strech-Out IRA Planning
  • Asset Protection
  • Disclaimers
  • Probate Proceedings for Wills
  • Guardianship Proceedings
  • Special Needs Planning

Real Estate:

  • Residential Real Estate Transfers
  • Real Estate Closings
  • Real Estate Contracts

Retirement Account Planning:

  • Strechout IRAs
  • Inherited IRAs
  • Drafting Beneficiary Designations
  • Benefits Payable to Trusts
  • Stand Alone IRA Trusts
  • IRA Distribution Rules
  • IRA Power of Attorney

If you have questions, please contact us below.

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