An estate plan includes documents like Wills, Trusts, and Powers of Attorney that authorize individuals you hand-select to manage your financial and healthcare decisions if you are incapacitated and after you pass away. A well-crafted plan helps avoid probate, minimize taxes, protect your assets, and carry out your wishes for your money and property.
We help family businesses build a strong legal foundation with the right entity structure and key documents—like Bylaws, Employment Contracts, and Operating and Buy-Sell Agreements—to limit liability, reduce taxes, and manage key relationships. We also guide generational transitions to ensure a smooth, equitable handoff that protects both the business and your family’s legacy.
Our Elder Law practice focuses on helping seniors navigate long-term care, qualify for Medicaid, and maximize Social Security and other government benefits while preserving assets and independence. We create tailored legal and tax plans—including Trusts, Powers of Attorney, and tax-smart strategies—to ensure that the right family members can step in and that your care and finances are managed according to your needs.
Good estate planning will avoid probate, but sometimes probate is unavoidable. We guide families through the probate process with clarity and compassion, helping to settle estates efficiently while minimizing delays, costs, and taxes. Our goal is to reduce conflict, ensure legal compliance, and make a difficult process easier for everyone involved.
Asset protection planning helps shield your wealth from lawsuits, divorce, creditors, and long-term care costs using legal tools like Trusts, business entities, and strategic gifting. We design customized plans to safeguard what you’ve earned, reduce exposure, and preserve assets for your family or future generations.
Special needs planning ensures that loved ones with developmental and other disabilities are cared for without jeopardizing their eligibility for vital government benefits. We create customized trusts and legal strategies that protect assets, appoint trusted decision-makers, and provide lifelong support and stability.
We help families reduce estate, gift, and income taxes through strategic use of trusts and business entities tailored to multi-generational goals. Our planning preserves wealth, supports family businesses, and ensures a smooth transfer of assets across generations with minimal tax impact.
We represent clients in high-stakes tax disputes involving $250,000 or more, handling audit appeals and litigation before the IRS and the U.S. Tax Court. With deep tax expertise from the perspective of both a Certified Public Account and Lawyer as well as strategic advocacy, we work to resolve complex cases efficiently while protecting your assets and minimizing long-term exposure.
We handle Will and Trust disputes involving significant estates, representing fiduciaries and beneficiaries in litigation over inheritance rights, trustee conduct, and contested documents. With a focus on high-value matters, we work to resolve conflicts efficiently while protecting your interests and preserving family relationships when possible.
Our Advice Is Backed By 25 Years Of Experience.
Please send us your question and we’ll respond as soon as possible.
"*" indicates required fields
