Estate Planning

  • Wills
  • Revocable Trusts (also known as “Living Trusts”)
  • Powers of Attorney
  • Advance Medical Directives (Living Will and Health Care Power of Attorney)
  • Guidance on Retitling Assets to Minimize Probate
  • Special Needs Trust
  • Life Insurance Trusts
  • Elder Care Issues

Gifting Programs

  • Annual Exclusion Gifts
  • Life Insurance Trusts
  • Various Other Irrevocable Trusts
  • Limited Liability Companies -LLC
  • Limited Partnerships – LP
  • Limited Liability Partnerships – LLP

Charitable Giving

  • Structuring Outright Gifts
  • Charitable Remainder Unitrusts (“CRUT”)
  • Charitable Lead Trusts (“CLAT” or “CLUT”)
  • Charitable Annuities
  • Private Foundations
  • Perpetual Charitable Trusts