I provide comprehensive legal services in estate and business succession planning, as well as wealth preservation matters, to family-owned and closely-held businesses, individuals, estates, trusts and foundations. Whether designing a wealth transfer plan, working to minimize the impact of taxes, or helping clients fulfill their fiduciary obligations, my clients receive the benefit of creative, yet practical, real-life advice and solutions:
- Tax Planning
- Asset, Property, and Beneficiary Services
- Community and marital property planning
- Wills and Revocable Trusts
- Irrevocable Trusts and Trust Reformation
- Powers of attorney and Living wills
- Comprehensive business succession planning
- Family limited partnerships and limited liability companies
- Fiduciary duty issues and avoidance of conflicts of interest
