Practice Areas

Estate Planning

  • Developing both traditional and sophisticated estate plans, including
    • Wills
    • Revocable trusts
    • General durable powers of attorney
    • Health care powers of attorney
    • Living wills
    • Irrevocable life insurance trusts (“ILITs”)
    • Irrevocable trusts for lifetime gifts, including Crummey trusts, generation skipping trusts and dynasty trusts
    • Qualified personal residence trusts (“QPRTs”)
    • Grantor retained annuity trusts (“GRATs”)
    • Intentionally defective grantor trusts (“IDGTs”)
  • Coordinating beneficiary designations with estate planning documents
  • Forming and funding family limited liability companies (“LLCs”)
  • Developing lifetime gifting programs to utilize federal gift tax annual exclusion amounts
  • Planning and implementing lifetime gifts to utilize the lifetime federal estate and gift tax exemption
  • Preparation of federal gift tax returns
  • Representation during IRS audit of federal gift tax return

Estate Administration

  • Handling the estate administration process from beginning until completion, which includes
    • Preparing and filing all probate documents
    • Publishing notice to creditors
    • Preparation of estate accountings
    • Planning how and when to make distributions to beneficiaries
    • Funding trusts
  • Coordinating with CPAs to file final individual income tax return
  • Preparation of fiduciary income tax returns
  • Representation during IRS audit of federal estate tax return
  • Guardianship proceedings for assets left to minors

Trust Administration

  • Establishing and funding trusts during lifetime and upon death
  • Preparation of fiduciary income tax returns
  • Preparation of trust accountings
  • Coordinating distributions to minimize income taxes
  • Modification of irrevocable trusts