Practice Area

Estate Planning

We begin with a complete review of your goals and concerns. Then we draft the documents required to reflect the goals of the plan such as trusts, wills, and powers of attorney.


Estate Tax Planning

Within the framework of the "non-tax" goals of your plan, we work to minimize estate taxes through the use of many sophisticated estate and gift tax tools.


Estate Administration

Our services include assisting executors, administrators, or trustees of an estate to carry out their responsibilities. We'll help navigate the probate process, administer trusts, prepare and file documents or tax returns, or resolve creditor claims or disputes among heirs. We also prepare and file court documents for appointing guardians or conservators.


Elder Law

We counsel individuals or their families about preserving resources in the event of long-term illness or incapacity.


Business Succession Planning

Along with helping to minimize the estate tax burden on the business, we'll help you choose the succession planning tools that best meet the company's survival needs as well.


Tax Analysis

Along with advising you about the tax consequences of personal and business financial transactions or plans, we can also help structure many business transactions or estate plans to minimize income, estate, or other taxes.


Business Operations

We can help with standard business matters, including advising you about regulatory or tax requirements, or negotiating and preparing employment agreements, lease agreements, and other documents. For corporations (including non-profits), our services include preparing articles of incorporation, start-up and annual maintenance minutes, buy-sell agreements, and dissolution or merger documents.


Limited Liability and Partnership Interests

Our services include negotiating and drafting limited liability company or partnership agreements and buy-sell agreements for business entities, and entities with sensitive tax issues.


Contract Preparation & Review

We'll negotiate, prepare, or review business and estate planning contracts and agreements, such as those for prenuptial understandings, certain real estate transactions, or the purchase or sale of a business.