What We Do

Estate Planning, Wealth Preservation, & Asset Protection

The firm engages in estate planning with an emphasis on family, business, and tax considerations, including income, gift, generation skipping, and estate taxation. Attorneys advise clients and prepare the appropriate documents with respect to wills and trusts, which include revocable, irrevocable, charitable, and other special trusts created to meet established goals. Attorneys also assist in the implementation of gift programs (both personal and charitable), along with the use of business entities to reduce current estate taxes, suggest estate tax reduction techniques, and help facilitate opportunities designed to provide liquidity to pay estate taxes.

The firm represents individuals in all aspects of estate planning and trust and probate administration. Business and asset succession planning includes recapitalizations, buy/sell agreements, split interest acquisitions, partnerships, estate freezes, private annuities, and self-cancelling installment notes.

Asset protection includes analysis of favorable jurisdictions, utilization of trusts, limited liability companies, corporations, and limited partnerships.

Elder Law

The firm’s attorneys carefully analyze each client’s needs and objectives and provide sound guidance. They help clients create a plan that provides quality health care, protects valuable assets, and helps ensure that seniors will qualify for Medicaid if and when the need arises.

Long-term planning also involves counseling and representation related to guardianship and conservatorship. This includes preparing legal documents such as durable powers of attorney, health care powers of attorney, and living wills so seniors and their family members can make difficult and timely decisions.

Probate & Trust Administration

Probate and trust administration includes contested matters, asset identification and evaluation, payment of creditors, distribution of qualified plans, beneficiary identification and determination of distributive shares, post-mortem tax planning, trustee and beneficiary representation, and representation in estate and gift tax audits.

Business Planning & Counseling Tax Exempt Organizations

With broad experience in business planning, the firm is extensively involved in the organization, reorganization, dissolution, merger, and acquisition of various business, professional, and agricultural entities, including corporations, partnerships, properietorships, and limited liability companies; this includes non-profit entities and tax exempt organizations.

Services include advice and assistance on all aspects of forming and operating such entities, including financing, tax elections, ownership and management issues, and business sales. Attorneys also advise and assist in the negotiation, drafting, review, and closing of business contracts and transactions.

The firm has worked with multiple closely-held and family-owned entities with transition, restructuring, and succession planning, and has served as outside general counsel to many businesses.

Federal & State Taxation, Tax Planning & Controversy

The firm assists individuals, business entities and trusts, and their advisors with all aspects of federal and state taxation, including techniques to minimize the impact of taxation.

Attorneys assist clients and their advisors when a controversy or dispute arises with the Internal Revenue Service or state taxing authorities including employment tax issues. This advice encompasses all aspects of administrative hearings, appellate and tax court litigation.

Real Property & Real Estate Counseling

The firm represents property owners, developers, investors, buyers, sellers, managers, tenants and financial institutions in all phases of residential and commercial real estate, including negotiation and financing, as well as tax-deferred exchanges.

Health Law

The firm assists a wide variety of health care professionals and institutions with tax planning, entity selection, profit sharing design, employment agreements, leases, deferred compensation plans, buy-sell agreements, mergers and acquisitions, contracts, sales, and related matters.