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)