Estate Planning, Wills, and Trusts

For the past 25 years I have concentrated a substantial portion of my practice on estate planning and other transfer of wealth matters. I have advised clients on estate planning strategies and preparing documents to implement those strategies for clients of modest means, clients with estates of tens of millions of dollars, and everything in between. I have substantial experience in all of the following:

  • Last wills and testaments, including pour over wills, wills with testamentary trusts, etc.
  • Revocable living trusts
  • Irrevocable life insurance trusts and other irrevocable trusts
  • Special needs trusts
  • Family partnerships
  • Guardianships and conservatorships
  • Probate administration
  • Asset protection planning
  • Qualified Domestic Trusts
  • Charitable trusts
  • Durable general powers of attorney
  • Durable powers of attorney for health care
  • Advance Health Care Directives (living wills)
  • Final arrangements and instructions
  • Elder law matters

Entity Formation and Maintenance

I have advised numerous clients in the formation of many diverse businesses. I can explain the pros and cons of each entity type, provide advice on a suitable entity for your needs and the structure of that entity, prepare the necessary governing documents, and ensure the proper filings with are completed. I have extensive knowledge and experience forming all of the following entities:

  • Limited liability companies
  • Corporations
  • S corporations
  • Limited partnerships
  • General partnerships
  • Joint ventures

I can also help you keep your business running and growing by providing advice on the following:

  • Executive compensation
  • Nondisclosure, non-competition, and non-solicitation¬† agreements
  • Technology licensing
  • Contract negotiation and drafting

Commercial Transactions

I am also experienced in business transactions, such as:

  • Mergers and acquisitions
  • Reorganizations
  • Real estate purchase and sale
  • Buy-sell agreements for businesses
  • Commercial leases
  • Financing and security agreements

Federal and State Taxation

My background in federal and state tax matters allows me to help you with the following tax matters:

  • Advice on the most tax advantageous structure on estate planning matters, entity selection and maintenance, and business transactions
  • Representation before the IRS on audits and other controversies
  • Responding to correspondence from the IRS
  • Offers in compromise
  • Representation before the US Tax Court

Next Step...

Contact me to set up a free consultation.