Services

Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills.

Third Party Special Needs Trusts, First Party Special Needs Trusts, Expert guidance and navigation through issues surrounding governmental agencies and benefits. ABLE accounts, advising on Guardianship verses Powers of Attorney.

Granter Retained Annuity Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts.

Obtaining the legal authority to make decisions for another person. Legal guardianships commonly involve minor children but may also be ordered for developmentally disabled adults or incapacitated adults. Guardianship is a legal relationship established by the court in which a person is given legal authority over another person when he or she is unable to make safe and sound decisions regarding his or her person, or property.

The administration of Estates is conducted and charged for on an hourly basis and NOT a percentage of the assets of the estate. We simply charge for actual work completed.

Strategic trust planning to protect your assets from creditors through estate and tax planning, offshore protection planning strategies.

Incorporating philanthropy into your estate plan to maximize your tax benefits and personal goals.

Working to resolve IRS disputes of debts of $100,000.00 or more in an efficient timely manner with the least impact on your business/family.

Buy/Sell Agreements, Voting Trusts, Recapitalizations.