Estates & Trusts

It’s never too early (or late) to create a comprehensive plan. We are looking to build long-term lasting relationships with our clients. Not only will we assist you in creating and designing the best estate plan for you, but we also help update your estate plan, once it is in place.

Estate Planning isn’t all about death. It’s about putting yourself first; saying who you are, what you believe, and how you want to be treated. It’s about protecting your assets and providing for your loved ones. It’s about protecting your business, your employees, and your legacy. We provide comprehensive services to include planning, probate, trust administration, and litigation.

Estate Planning

Last Will & Testament
Revocable Living Trust
Medical Power of Attorney
Durable Power of Attorney
HIPAA Release
Directive to Physician
Selection of Guardian – Self & Estate
Selection of Guardian for Minor Children
Non-Probate Asset Planning

Multigenerational Wealth

Dynasty Trusts
Premium Finance Life Insurance Trust
Private Foundations
Home Office Services

Estate & Trust Administration

Probate Estate Administration
Intestate Estate Administration
Estate Tax Compliance
Lifetime Trust Administration
Post-Mortem Trust Administration
Trustee Services

Asset Protection

Domestic Asset Protection Trust
Offshore Asset Protection Trust
Domestic Asset Protection Entities
Offshore Asset Protection Entities

Retirement

Retirement Trusts
Secure Act Compliant Retirement Trusts
Charitable Retirement Trusts

Fiduciary Litigation

Federal & State Representation
Trustee Representation
Beneficiary Representation
Trust Protector Representation
Breach of Fiduciary Duty
Fraudulent Transfers

Estate & Gift Tax Planning

Pre-Marital & Post Marital Agreements
Resident Tax Planning
Non-Resident Tax Planning
Family Limited Partnerships
Irrevocable Trusts
Irrevocable Life Insurance Trusts (ILITS)

Charitable Giving

Non-Profit Corporations
Unincorporated Non-Profit Associations
Public Charities
Community Foundations
Charitable Trusts

Post-Mortem Planning

Post-Mortem Estate Tax Planning
Post-Mortem Personal
Trust Income Tax Planning

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