Areas of Practice

Estate Planning:

-   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

Elder Law:

-  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

Estate & Trust Administration/Probate:

-  Decedents’ Estates

-  Fiduciary Law

-  Administration of, Funding of , Distributions from, and Taxation of Estates and Trusts

Business Law & Agreements:

-  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

Employee Benefits:

-  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

Tax law matters:

-  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