estate planning, probate and trust administration,

and taxation

Practice Areas (including, but not limited to . . .)


Estate Planning - Wills, Trusts, Powers of Attorney, Health Care Directives, etc.


Trust Creation - Revocable "Living" Trusts, Irrevocable Trusts, Charitable Trusts, Personal Residence Trusts


Probate - Probate Administration, including Formal Supervised, Formal Unsupervised, and Informal Administrations


Probate Avoidance - In addition to trusts . . . Transfer on Death Deeds, Life Estate Deeds


Taxation - Income and Estate / Gift Tax Minimization, Representation before the IRS


Tax Return Preparation - 1040 (Individual), 1041 (Fiduciary - Estates & Trusts), and Small Business Income Tax Returns


Business Formations - Corporations, Limited Liability Companies, Partnerships, Sole Practitioners


Business Purchases and Sales


Business Succession Planning


Real Estate - Purchase Agreements, Deeds