Formulates various estate planning arrangements including asset protection and probate avoidance techniques for clients tailored to their specific needs.
Involved in counseling individuals and families with respect to structuring methods of achieving financial goals.
Assists both corporate and individual fiduciaries in connection with the administration of trusts and estates.
Prepares individual, trust, and estate income tax returns; federal estate tax returns; 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.
Experience
Formulates various estate planning arrangements including asset protection and probate avoidance techniques for clients tailored to their specific needs.
Involved in counseling individuals and families with respect to structuring methods of achieving financial goals.
Assists both corporate and individual fiduciaries in connection with the administration of trusts and estates.
Prepares individual, trust, and estate income tax returns; federal estate tax returns; 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.