Areas of Practice

Estate Planning:

Comprehensive planning to manage and distribute your assets according to your wishes during and after your lifetime.

Wills and Trusts:

Legal instruments to outline how your assets will be distributed upon your death, ensuring your wishes are honored.

Revocable Living Trusts:

A flexible trust that allows you to manage your assets during your lifetime and easily modify or revoke the trust as needed.

Irrevocable Trusts:

A trust that cannot be changed or revoked after it is established, often used for tax and estate planning benefits.

Intentionally Defective Grantor Trusts (IDGT):

A specialized trust used to transfer assets to heirs while minimizing estate and gift taxes.

Life Insurance Trusts (ILIT):

A trust designed to hold life insurance policies and exclude them from your taxable estate.

Special Needs Trusts (SNT):

A trust created to provide for a disabled beneficiary without affecting their eligibility for government benefits.

Marital Property Agreements:

Legal agreements (prenups and postnups) that define the division of assets and property in a marriage.

Probate Wills:

The legal process of validating a will and ensuring the decedent’s assets are distributed according to their wishes.

Estate Administration:

The process of managing and settling a decedent’s estate, including distributing assets to beneficiaries and paying debts.

Preparation of Estate Tax Returns:

The service of calculating and filing estate tax returns to ensure compliance with tax laws.

Trust Funding and Trust Administration:

The process of transferring assets into a trust and managing those assets according to the trust’s terms.

Post-Mortem Estate Tax Planning:

Tax planning strategies implemented after death to minimize estate tax liabilities.

Post-Mortem Dispute Resolution and Family Settlement Agreements:

Legal services to resolve disputes among heirs and negotiate family settlement agreements after a death.

Contested Estate Matters:

Legal representation in disputes over the validity of a will or trust and other estate-related conflicts.

Claims against Executors/Administrators, Guardians, Trustees:

Legal actions brought against fiduciaries for mismanagement or breach of duty in handling an estate or trust.

Defending Executors/Administrators, Guardians, Trustees:

Legal defense for fiduciaries accused of wrongdoing or mismanagement in the administration of an estate or trust.

Beneficiary Claims:

Legal representation for beneficiaries seeking to enforce their rights under a will or trust.

Common Law Spouse Claims:

Representation for individuals claiming inheritance rights as a common law spouse.

Disputed Heirship:

Legal services for resolving disputes over who qualifies as an heir in an estate.

Community Property Issues:

Legal guidance on the division of assets between spouses in states that follow community property laws.