Estate
Planning
Last Will & Testament
- Basic & Complex Wills
- Single & Married Wills
- Provisions for Children (Minor, Disabled, Spendthrift, etc.)
- Estate Tax Planning
- Powers of Appointment
Probate Avoidance
- Joint Property
- Beneficiary Designations
- Transfer on Death (TOD)
- Payable on Death (POD)
- Totten Trusts (ITF/ATF)
- Living/Revocable Trusts
Asset Protection
- Nursing Home / Medicaid Planning
- Life Estate Deeds
- Irrevocable Trusts
- Gifts
Surrogate Decision-Making
- Powers of Attorney
- Health Care Proxies
- Living Wills
- Agent for Disposition of Remains
- Guardianship
Estate / Trust
Administration
Probate Estates
- Intestate & Testate Estates
- Simple & Complex Estates
- Post-Mortem Planning
- Disclaimers & Renunciations
- Ancillary Estates
Small Estates
- Voluntary Administrations
- 1310 “Small Estate” Affidavits
- Exempt Family Property
Non-Probate Estates
- Beneficiary Designations
- Income Tax Planning
- Non-Probate Assistance Package
Trust Administration
- Full & Summary Accountings
- Releases
- Taxpayer Identification Numbers
- Tax Returns
Other Legal
Services
Tax Preparation
- Gift Tax
- Estate Tax
- Deceased Income Tax
- Fiduciary Income Tax
Business Planning
- LLC Formation
- Corporate Formation
- Succession Planning
- Buy Sell Agreements
Real Estate
- Quit Claim Deeds
Mediation
- Estate Mediation
- Family/Community Disputes
Charitable Giving
- Charitable Remainder Trusts
- Gift Annuities
- Gifts of Appreciated Property
- Permanent Endowments
- Private Foundations