Services
I prepare customized estate plans for individuals and families that are designed to minimize taxes and further the client’s intent regarding the use of his or her property during lifetime and after death. I represent clients in probates and trust administration, conservatorships, charitable planning, and family business succession planning.
Specific services include:
- Basic estate planning, including preparation of revocable living trusts, wills, durable powers of attorney, and advance health care directives
- Advanced estate planning, including preparation of irrevocable trusts for children, generation skipping trusts, irrevocable life insurance trusts, and grantor retained annuity trusts
- Special needs trusts and litigation special needs trusts
- Charitable planning, including charitable remainder trusts, charitable lead trusts, and private family foundations
- Probate, including ancillary probate
- Trust administration
- General conservatorships, limited conservatorships, and substituted judgment
- Family business succession planning
- Modification, reformation, and construction of irrevocable trusts
I believe that estate planning should be thorough and cost effective. I offer flat rates for basic estate planning services.
