Practice Areas

Wills

 

Powers of Attorney

 

Living Wills

 

Probate and Succession Administration

 

Federal Estate Tax Return

(Form 706)

 

Trusts

  • Irrevocable trusts
  • Intentionally “Defective” Grantor Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Grantor Retained Annuity Trusts (GRAT)and Grantor Retained Unitrusts (GRUT)
  • Qualified Personal Residence Trusts (QPRT)
  • Specials Needs Trusts

 

Charitable Giving

  • Charitable Remainder Annuity Trusts (CRAT) and Charitable Remainder Unitrusts (CRUT)
  • Charitable Lead Trusts (CLAT and CLUT)

 

Formation of Family Investment Entity (LLC)

 

Estate Freeze Techniques, such as:

  • Sales to Grantor Trusts
  • Self-Cancelling Installment Notes (SCIN)
  • Private Annuities and Installment Sales
  • GRATS and GRUTS
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