Estate Planning

• Wealth Planning
• Wills/Powers of Attorney/Medical Directives
• Revocable Trusts
• Irrevocable Trusts (including insurance trusts)
• Charitable Trusts/Foundations
• GRATs, GRUTs, etc
• Installment Sales to Grantor Trusts
• Gift and Estate Tax Planning
• Prenuptial Agreements
• Creditor Protection
• Estate Freezes/Valuation Discount Planning
• Intra-Family Loans and Sales
• Qualified Domestic Trusts

Estate And Trust Administration

• Preparation and Defense of Estate and Gift Tax Returns/Audits
• Probate
• Uniform Trust Code Compliance
• Inventories
• Accountings/Commissioner of Accounts Issues
• Fiduciary Advice and Representation
• Receipt, Release and Indemnification Agreements
• Insolvent Estates
• Post-Death Tax Planning
• Fiduciary Income Tax Planning

Elder Law

• Medicaid Planning and Qualification
• Supplemental Needs Planning
• Conservatorships
• Long-Term Care Planning
• Disability Planning
• Social Security Issues
• Individual Income Tax Planning and Preparation

Litigation

• Estate and Trust Controversies
• Contested and Uncontested Guardianships
• Tax Controversies

Business And Succession Planning

• Entity Formation
• Shareholder Agreements; Partnership Agreements; LLC Operating Agreements
• Corporate, Partnership and Individual Taxation
• Stock Purchases and Redemptions