Most of our work for clients involves the following services:

Simplification of Assets:  Creating estate organizing systems, preparing revocable living trusts, drafting wills, selecting trustees and other fiduciaries.

Planning for Disabilities:  Helping make elder-care decisions, preparing support trusts, drafting family agreements, preparing special needs trusts, helping with other inter-generational issues.

Minimizing Estate Taxes:  Drafting marital and family trusts and generation-skipping trusts, planning for tax-deferred assets such as IRAs, planning for the use of life insurance and preparation of irrevocable life insurance trusts, more advanced tax planning such as charitable deduction planning and the use of family companies.

A list of other services is included on the next page, Practice Areas.