I provide legal services in developing wealth transfer plans that reflect my clients' needs, goals, and desires, and protect the personal and business assets that my clients have accumulated.  I am involved in the probate of estates, the preparation of simple and complex wills and trusts, charitable giving, business succession planning and sophisticated tax planning.





  • Wealth Transfer

    > Wills
    > Revocable and irrevocable trusts
    > Charitable giving plans
    > Optimizing ownership structure
    > Private split dollar arrangements, and other
    advanced funding mechanisms
    > Life insurance planning, including irrevocable life insurance trusts
    > Planning for qualified retirements
    > Generation-skipping transfers
    > Qualified personal residence trusts
    > Strategies involving "Intentional Defective" grantor trusts
    > Dynasty trusts
    > Asset-protection trusts
    > Family limited partnerships and limited liability companies
    >Optimizing and levarging annual exclusion gifts
    > Lifetime and testamentary QTIP trusts
    > Disclaimer planning
    > Incentive trusts and other strategies to prevent wealth dependency
    > Trusts for children and disabled adults
    > Valuation planning

  • Family Business Planning and Asset Management

    > Succession planning for closely held business interests
    > Management and preservation of assets
    > Fiduciary duties
    > Shareholder agreements and buy-sell covenants
    > Structuring redemption agreements, option contracts, shareholder agreements, buy-sell covenants, and rights of refusal
    > Separating ownership and control
    > Entity status, subchapter S elections, real estate LLC's
    > Board structure and governance issues, before, during and after intergenerational transfers
    > When and how to sell your business
    > How to achieve equality between children involved in the business and children not involved in the business

Estate Planning and Trusts

  • Personal Relationships

    > Durable powers of attorney
    > Healthcare powers of attorney
    > Living wills
    > Guardianships
    > Premarital agreements
    > Cohabitation agreements for unmarried partners
    > Adoptions
  • Tax Planning

    > Income, estate and gift tax planning
    > Marital deduction planning
    > Charitable deduction planning
    > Leveraging tax-free amounts
    > Estate freezes
    > Valuation discounts