Developing and drafting estate plans, including preparation of Wills, Trust Agreements, Durable Powers of Attorney and Health Care Directives; providing advice and implementing advanced wealth transfer strategies for clients with estates subject to estate tax; advising clients on estate planning for special needs of children, spouses or other family members, including preparation of special needs trusts; advising clients on estate, income and gift tax planning.
Assisting executors and trustees in handling the administration of probate estates and trusts after death, including preparation of estate tax returns; and helping beneficiaries understand the terms of wills or trust agreements and their rights in an estate or trust.
BUSINESS SUCCESSION PLANNING
Working with small business owners to develop a plan for the transition of their business in the event of death, disability or retirement; and preparation of documentation of the plan, such as buy-sell agreements.
Negotiating and preparing premarital agreements or postnuptial agreements to establish the rights and obligations of a married couple in the event of divorce or death.
Advising clients on charitable giving strategies, such as the use of charitable trusts, private foundations, donor-advised funds or gifts from retirement accounts; and assisting clients with the creation of private charitable foundations and providing advice on the ongoing operation of private foundations.