Prepares a variety of trust and estate planning documents, including wills, powers of attorney, health care proxies, living wills, beneficiary designations, prenuptial agreements, and a variety of revocable and irrevocable trusts.
Analyzes estate, gift, income, and generation skipping transfer tax issues and develops tailored estate planning solutions to distribute wealth across generations while minimizing these taxes.
Manages routine and complex trust administration matters such as judicial settlement, private settlement agreements, trust modifications, trust decanting, and cy pres proceedings.
Prepares federal and state fiduciary income tax returns, as well as federal estate, gift and generation skipping transfer tax returns.
Represents clients in probate and estate administration proceedings.
Experience
Prepares a variety of trust and estate planning documents, including wills, powers of attorney, health care proxies, living wills, beneficiary designations, prenuptial agreements, and a variety of revocable and irrevocable trusts.
Analyzes estate, gift, income, and generation skipping transfer tax issues and develops tailored estate planning solutions to distribute wealth across generations while minimizing these taxes.
Manages routine and complex trust administration matters such as judicial settlement, private settlement agreements, trust modifications, trust decanting, and cy pres proceedings.
Prepares federal and state fiduciary income tax returns, as well as federal estate, gift and generation skipping transfer tax returns.
Represents clients in probate and estate administration proceedings.
Experience
Prepares a variety of trust and estate planning documents, including wills, powers of attorney, health care proxies, living wills, beneficiary designations, prenuptial agreements, and a variety of revocable and irrevocable trusts.
Analyzes estate, gift, income, and generation skipping transfer tax issues and develops tailored estate planning solutions to distribute wealth across generations while minimizing these taxes.
Manages routine and complex trust administration matters such as judicial settlement, private settlement agreements, trust modifications, trust decanting, and cy pres proceedings.
Prepares federal and state fiduciary income tax returns, as well as federal estate, gift and generation skipping transfer tax returns.
Represents clients in probate and estate administration proceedings.
