Areas of Practice

Estate planning is the process of making decisions regarding the management and distribution of your care and your estate (your assets) during your lifetime and after your death and creating a plan to ensure that your decisions are carried out by people you appoint. Some of these decisions and plans include the following:

• Who will manage your estate if you become incapacitated or when you pass away?
• Who will take care of your minor children if you are not able to care for them?
• When and how will your family members or loved ones receive your assets?
• Who will make health care decisions for you if you are unable?
• Protect your beneficiaries from future ex-spouses or creditors
• Avoid the probate process
• Avoid the payment of estate taxes, income taxes, or property taxes
• Avoid or minimize family disputes

Estate Planning Documents are prepared to ensure your wishes are carried out by individuals you appoint. These documents may include all or some of the following documents:

• Revocable Living Trust
• Will
• Durable Power of Attorney Over Assets
• Advance Health Care Directive
• Trust Certification
• Funding Documents
• Property Agreements, such as Deeds

Estate planning that requires more complex or sophisticated documents may be necessary to meet your wishes. We draft the following types of documents:

• Gift trusts
• Life Insurance Trusts
• Generation-Skipping Trusts
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Asset Protection Trusts
• Private Retirement Trusts
• Foreign Trusts
• Limited Partnerships
• Limited Liability Companies
• Corporations
• Partnerships

If your family member has passed away, we can help you with Probate representation or in the administration of your family member’s trust. Most trusts have provisions whereby the trustee is able to retain the services of an attorney to provide advice or support to administer the trust. Call us today for a free consultation.

Asset Protection can involve many forms, including being properly and sufficiently insured against liability or establishing a sophisticated domestic or foreign trust. We have extensive experience in this area of the law and work with professionals in various jurisdictions to offer a variety of tools to protect your assets.

If you own and manage a business but have not planned for what happens when you are incapacitated (i.e., disabled) or pass away, call us to discuss and consider available options in planning to ensure that your business continues seamlessly or is wound down after your passing.

We have formed hundreds of corporate entities, including corporations, limited liability companies, and partnerships and drafted the corresponding compliance documents. We recommend that you hire an experienced attorney to assist you in your corporate formation to ensure that all issues are discussed, considered, and addressed. We will draft your formation and operating documents as well as guide you in the operation of the business.

We draft and review all matter of agreements. Do not sign and legally bind yourself without an attorney reviewing your documents. We will provide you a flat-fee agreement to help manage your budget.