Estate Planning and Administration

1. Preparation of simple and complex wills and trusts
2. Reduction or elimination of federal and state inheritance and estate taxes
3. Powers of attorney and living wills for clients who may suffer a period of physical or mental incapacity to shift control from the incapacitated individual to an agent who can work toward the individual's personal, medical, financial management, and asset conservation goals. Also guardianship, joint property, trusts (both revocable and irrevocable), and testamentary pour-over devices
4. Estate and business succession planning for owners of closely-held businesses
5. Sophisticated estate planning techniques including family limited partnerships and limited liability companies, grantor trusts, planning for retirement plan distributions, irrevocable life insurance and family dynasty trusts, qualified personal residence trusts, charitable trusts and private foundations

Administration of decedents’ estates including advice to executors and preparation of estate and inheritance tax returns.