- Wills
- Trusts: Insurance Trusts (ILITs), Revocable (Living) Trusts, and Asset Protection Trusts
- Advance Directives (Powers of Attorney and Health Care Directives)
- Irrevocable Trusts
- Asset Protection Planning
- Family Business Planning and Multi-Generational Planning
- Business and Succession Planning
- Beneficiary Designations
- Gifting Programs
- Charitable Planning
- Prenuptial and Postnuptial Agreements
- Family Limited Partnerships (FLPs) & FLLCs
- Related Real Estate matters
- Medicaid Planning
- VA Planning
- Special & Supplemental Needs Trusts (SNTs), Qualified Income Trusts (QITs) & Miller Trusts
- Incapacity Planning
- Conservatorships
- Guardianships
- Long-term Care Planning
- Related Real Estate matters
- Decedents’ Estates
- Fiduciary Law
- Administration of, Funding of , Distributions from, and Taxation of Estates and Trusts
- Formation and Maintenance of Corporations, LLCs, Limited Partnerships and Partnerships
- Sole Proprietorships
- Nonprofits
- Tax-exempt/501(c)(3) Organizations & Charities
- Joint Ventures
- Start-ups & Family Businesses
- Business Planning & Governance
- Contracts, Leases, Buy-Sell Agreements, Business Acquisition and Sale Agreements
- Employee Handbooks
- Deeds
- Licensing
- Like-kind Exchanges
- Non-Compete Agreements and Trade Secrets
- Promissory Notes
- Reorganizations & Mergers
- Qualified Retirement Plans: 401(k), Profit-Sharing Plans, Defined Benefit Pensions, Cross- Tested, etc.
- Nonqualified, Executive Benefit Plans, Deferred Compensation
- QDROs
- Cafeteria & Flex Plans
- Health Savings Plans and Accounts
- COBRA
- ERISA
- Welfare Benefit Plans
- IRAs of all types
- Fiduciary Duties, Investments, Prohibited Transactions, Loans, Hardship, Early Retirement, Mergers, IRS, DOL, etc.
- Compliance
- Individual, Business, Tax-exempts
- Tax Planning
- Estate, Inheritance, Gift, Fiduciary Income Tax, and Generation-Skipping Taxes
- Planned Giving
- Wealth Planning
- Foundations & Charities
- Charitable Remainder & Lead Trusts