Design customized estate plans for married couples, unmarried couples, individuals, and high net worth clients, that achieve client goals including:
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- Tax savings strategies and estate tax avoidance
- Probate avoidance
- Educational planning for children
- Planning strategies for special needs children/individuals
- Charitable giving
- Second marriages and blended families
- End of life care and life-sustaining treatment
- Inter-generational wealth transfers
- Real estate, life insurance, and retirement planning strategies
Represent personal representatives, trustees, and beneficiaries in probate and trust administration and litigation.
Advise individuals and families about guardianship and conservatorship matters.
Counsel individuals and families about post-mortem tax and estate planning.
