Find an overview of our Practice Areas below:

Estate
Planning

Last Will & Testament

  • Basic & Complex Wills
  • Single & Married Wills
  • Provisions for Children (Minor, Disabled, Spendthrift, etc.)
  • Estate Tax Planning
  • Powers of Appointment

Probate Avoidance

  • Joint Property
  • Beneficiary Designations
  • Transfer on Death (TOD)
  • Payable on Death (POD)
  • Totten Trusts (ITF/ATF)
  • Living/Revocable Trusts

Asset Protection

  • Nursing Home / Medicaid Planning
  • Life Estate Deeds
  • Irrevocable Trusts
  • Gifts

Surrogate Decision-Making

  • Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • Agent for Disposition of Remains
  • Guardianship

Charitable Giving

  • Charitable Remainder Trusts
  • Gift Annuities
  • Gifts of Appreciated Property
  • Permanent Endowments
  • Private Foundations

Estate / Trust
Administration

Probate Estates

  • Intestate & Testate Estates
  • Simple & Complex Estates
  • Post-Mortem Planning
  • Disclaimers & Renunciations
  • Ancillary Estates

Small Estates

  • Voluntary Administrations
  • 1310 “Small Estate” Affidavits
  • Exempt Family Property

Non-Probate Estates

  • Beneficiary Designations
  • Income Tax Planning
  • Non-Probate Assistance Package

Trust Administration

  • Full & Summary Accountings
  • Releases
  • Taxpayer Identification Numbers
  • Tax Returns