PRACTICE AREAS

ESTATE PLANNING

  • Last Wills and Testaments
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Dynasty or Bloodline Trusts
  • Grantor Retained Annuity Trusts
  • Charitable Lead and Remainder Trusts
  • Intentionally Defective Grantor Trusts
  • Qualified Personal Residence Trusts
  • Qualified Domestic Trusts
  • Beneficiary Designation Form guidance for life insurance and retirement accounts
  • Planning for Charitable Remainder Trusts and capital gains tax deferral
  • Durable Powers of Attorney
  • Designations of Health Care Surrogates
  • Living Wills
  • HIPAA Waivers
TRUST AND ESTATE ADMINISTRATION
  • Administration of revocable trusts and irrevocable trusts during life
  • Administration of postmortem revocable trusts
  • Administration of probated wills and intestate estates
  • Administration of ancillary and summary administrations
  • Preparation of federal estate tax returns
  • Negotiation with estate creditors
  • Planning regarding postmortem tax issues
  • Preparation of deeds in relation to trusts and estates
954.757.1650 800.624.8510