Coordinates and implements all aspects of estate planning and estate and trust administration, including planning, research, drafting, and execution.
Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
Prepares a variety of complex trust and estate planning documents, including wills, revocable trusts, private settlement agreements, decanting instruments, insurance trusts, Crummey trusts, dynasty trusts, health care proxies and living wills, powers of attorney, and prenuptial agreements.
Prepares federal estate and gift tax returns and related government filings.
Works with representatives of charitable organizations to help them obtain and maintain tax-exempt status for their organizations.
Consults with business owners to structure and implement business succession plans.
Represents clients in probate and administration proceedings.
Experience
Coordinates and implements all aspects of estate planning and estate and trust administration, including planning, research, drafting, and execution.
Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
Prepares a variety of complex trust and estate planning documents, including wills, revocable trusts, private settlement agreements, decanting instruments, insurance trusts, Crummey trusts, dynasty trusts, health care proxies and living wills, powers of attorney, and prenuptial agreements.
Prepares federal estate and gift tax returns and related government filings.
Works with representatives of charitable organizations to help them obtain and maintain tax-exempt status for their organizations.
Consults with business owners to structure and implement business succession plans.
Represents clients in probate and administration proceedings.
Coordinates and implements all aspects of estate planning and estate and trust administration, including planning, research, drafting, and execution.
Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
Prepares a variety of complex trust and estate planning documents, including wills, revocable trusts, private settlement agreements, decanting instruments, insurance trusts, Crummey trusts, dynasty trusts, health care proxies and living wills, powers of attorney, and prenuptial agreements.
Prepares federal estate and gift tax returns and related government filings.
Works with representatives of charitable organizations to help them obtain and maintain tax-exempt status for their organizations.
Consults with business owners to structure and implement business succession plans.
Represents clients in probate and administration proceedings.
Experience
Coordinates and implements all aspects of estate planning and estate and trust administration, including planning, research, drafting, and execution.
Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
Prepares a variety of complex trust and estate planning documents, including wills, revocable trusts, private settlement agreements, decanting instruments, insurance trusts, Crummey trusts, dynasty trusts, health care proxies and living wills, powers of attorney, and prenuptial agreements.
Prepares federal estate and gift tax returns and related government filings.
Works with representatives of charitable organizations to help them obtain and maintain tax-exempt status for their organizations.
Consults with business owners to structure and implement business succession plans.
Represents clients in probate and administration proceedings.
