Our Services
We are glad and proud to provide counseling, advice, and representation in:
Estate Planning
We provide comprehensive estate planning for yourself and your family. We take the time to visit with you and fully discuss your hopes and dreams for your loved ones, and review with you the options available to you to fulfill those hopes and dreams, and to address your cares and concerns. Our approach is to provide you with planning rooted in dignity and love for your family and other loved ones.
In addition to creating your estate planning foundation of a Will, Durable General Power of Attorney, Health Care Power of Attorney, and Living Will, we utilize a broad range of tools such as:
Ø Revocable Living Trusts;
Ø Irrevocable Trusts, including Irrevocable Life Insurance Trusts and Charitable Remainder and Lead Trusts;
Ø Disclaimer Family Trust and Double Exemption Trust provisions (Marital and Family) for couples whose estate is in excess of the exemption equivalent;
Ø Family Limited Partnerships, Limited Liability Companies, Limited Liability Partnerships, and Corporations.
Disability Planning
We also address disability planning through the use of comprehensive Durable General and Limited Powers of Attorney for personal and financial planning, as well as Health Care Powers of Attorney and other Advance Directives to allow our clients the dignity and freedom of choice in the event of a medical disability or incapacity.
Estate or Trust Administration
Our office can provide you with assistance upon the death of a loved one, representing the estate, personal representative, or other person throughout the estate administration process.
Guardianships and Conservatorships
Should a loved one require a conservatorship or guardianship, we can provide counsel and representation in these areas to insure that the protected person’s dignity is honored in this challenging and sometimes bewildering process.
Medicaid Planning
We will work with you to investigate and understand the myriad requirements for Medicaid eligibility for you or a loved one facing a long term nursing home stay. Medicaid planning is a complex matter, and our office takes the time to explain the process and all possible options.
Business Planning
Beginning a business venture may require the creation of a formal business entity. We will work with you to:
Ø Select and draft the appropriate business entity for your particular venture and needs;
Ø Navigate the complexities of multinational tax, estate and business planning;
Ø Draft employment agreements, buy-sell and cross-purchase agreements, independent contractor agreements, and other documents necessary for the smooth operation and flow of your business.