We assist clients with their estate planning needs, from initial wills and powers of attorney ("advance directives") to trusts and long-term planning. Estate planning services include: *Wills & Powers of Attorney *Revocable Trusts *Planning for a disabled heir (special needs trusts) *Trust funding (to avoid probate & estate administration)

Estate Planning

We assist clients and family members with trust administration, including taxation and distributions as directed by the trust. Our services include: *Serving as an independent Trustee (not as a financial adviser) *Advising on complex trust administration requirements & best practices *Assisting with trust specific tax related matters *Assisting with final distribution of trust assets upon trust termination

Trust Services

Probate and estate administration is complex and very time consuming, requiring detailed accounting and approvals from probate clerks of courts. Our services assist clients throughout the entire probate process including: *Estate qualification (letters testamentary) *Asset discovery (inventory) *Permitted payments of claims and expenses *Initial and final accountings *Tax required matters *Final distribution to heirs

Estate Administration

Our corporation services focus on closely-held corporations, including Limited Liability Companies ("LLC's", S-corporations, partnerships and small C-corporations. We assist these clients from inception to termination, including: *Initial start-up and organization *Advise on corporate entity selection, including taxation and liability protection *Assistance with corporation management best practices *Buy-sell, mergers and other transactions *Termination and winding down

Corporations