Estate Planning & Probate Administration Asset Allocation
Assisted a surviving spouse in identifying and managing the proper asset allocation for the funding of a marital and exempt trust.
Estate Planning & Probate Administration Tax Liability and Succession Planning
Represented business owners in establishing a gifting program that reduced estate tax liability and provided a plan for the orderly succession and continuity of the business following the parent's death.
Estate Planning & Probate Administration Prenuptial Agreements
Represented a future spouse having substantial separate assets in negotiating a prenuptial agreement which protected her assets while still providing for her spouse in the event of her death.
Estate Planning & Probate Administration Estate Planning Documentation
Represented individuals and couples with assets of several thousands to many millions of dollars in the preparation and implementation of appropriate estate planning documents.
Estate Planning & Probate Administration Irrevocable Trusts
Represented grandparents in establishing irrevocable trusts for the education of their grandchildren while retaining greater control over the assets than transfers under the Uniform Transfer to Minors Act would provide.
Estate Planning & Probate Administration Advance Directives and Living Wills
Represented an individual with over $15 million in assets by preparing a complex estate plan that included a will exercising a power of appointment, revocable trust, two irrevocable trusts for her children, an irrevocable life insurance trust, a durable power of attorney for financial matters, advance directives and a living will.
Estate Planning & Probate Administration Protecting Individuals With Disabilities
Worked with parents with disabled children to implement estate plans involving children with disabilities and special needs.
Estate Planning & Probate Administration Estate, Trust, and Probate Administration
Advised personal representatives, trustees, heirs and beneficiaries on estate, trust, and probate administration.
Estate Planning & Probate Administration Company Planning and Compensation Agreements
Advised business owners on corporate and limited liability company planning and prepared shareholder, operating, buy-sell and non-qualified deferred compensation agreements.
Estate Planning & Probate Administration Gifting Plans
Implemented gifting plans including qualified personal residence trusts, intentionally defective grantor trusts, and grantor retained annuity trusts.