Legal Services

Estate Planning

  • Last Will & Testament (including Codicils)
  • Advanced Directives
    • Durable Power of Attorney
    • Designation of Health Care Surrogate
    • Living Will
    • Pre-Need Guardian
  • Trusts
    • Revocable Trusts (including Amendments / Amendments & Restatements)
    • Special Needs Trusts
    • Irrevocable Gifting Trusts
    • Life Insurance Trusts
    • Grantor Trusts
    • Charitable Trusts
    • Joint Trusts
  • Advanced Planning
    • Gifting of LLC Interests and FLP Interests
    • Dynasty Trusts
    • Intentionally Defective Grantor Trusts (“IDGT”)

See our Estate Planning page for our Estate Planning Unique Process and Questionnaire.

Probate & Trust Administration

  • Probate Administration
    • Formal
    • Summary
  • Trust Administration

See our Probate & Trust page for our Probate & Trust Administration Unique Process and Questionnaire.

Tax Matters

  • Estate Tax Planning
  • Post Mortem Tax Planning
  • Disclaimers
  • Private Letter Ruling (PLR)
  • Consultations with Litigation Attorneys for review of Settlement Agreements
  • Estate Tax Returns
  • Election of Portability
  • Filings for Taxable Estates

Other Services

  • Acting as Personal Representative
  • Acting as Trustee
  • Mediation Services (See our Mediation Services page for more information)

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