Areas of concentration are in the fields of will and trust preparation, estate planning, estate administration, and tax planning for individuals and family businesses. Since its inception in 1992, the Firm has been rated AV (highest rating) by Martindale-Hubbell Law Directory. Practice includes all types of family wealth planning, including:

• Federal & State Estate Tax Planning
• Wills and Trusts
• Family Limited Partnerships
• Limited Liability Companies
• Irrevocable Trusts
• Gift Tax Planning
• Medicaid Planning
• Grantor Retained Annuity Trusts (GRAT)
• Qualified Personal Residence Trusts (QPRT)
• Business Succession Planning
• Shareholder (Buy-Sell) Agreements

• Estate Administration; Probate
• Revocable Trusts (Living Trusts)
• Charitable Remainder Trusts
• Retirement Planning
• Guardianships
• Tax Planning for IRAs
• Asset Protection Planning
• Elder Law
• Powers of Attorney
• Medical Directives (Living Wills)
• IRS Dispute Resolution
• Generation Skipping Transfer Planning