The areas of practice in the Firm are limited to estate planning and administration, elder law, taxation and entity planning for businesses and non-profit organizations. In this way, we are able to focus our efforts on separate but related legal matters for our clients. Business owners, for example, have access to legal counsel on matters ranging from living trusts to stockholder agreements to tax planning for exit strategies. Our lawyers handle disputes involving will contests, removal of trustees, appointment of guardians and taxpayer litigation. In sum, we strive to meet or exceed client expectations for the type and level of services provided within the self-imposed limitations of a “boutique” law firm.

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Estate Planning - Basic » Wills » Revocable "Living" Trusts » Powers of Attorney » Advance Medical Directives » Beneficiary Designations Estate Planning - Law Library Estate Planning - Advanced » Estate Tax Exemptions/QTIP Trusts » Life Insurance Trusts » IRA Designated Beneficiary Trusts » Retained Interest Trusts » Generation-Skipping Trusts » Charitable Trusts » Special Needs Trusts » Family Limited Partnerships » International Estate Planning Estate Planning - Law Library Probate Administration » Counsel to Executors/Administrators » Fiduciary Services » Inventories and Accountings » Fiduciary Tax Return Preparation » Counsel to Beneficiaries of Estates Trust Administration » Counsel to Trustees » Fiduciary Services » Inventories and Accountings » Fiduciary Tax Returns » Prudent Investor Analysis for Trustees » Testamentary Trusts (under Wills) » Irrevocable Life Insurance Trusts

Fiduciary Litigation » Removal of Executors/Trustees » Will Contests » Challenges to Attorneys-in-Fact » Litigation Support Tax Litigation » Tax Court Litigation » Representation before IRS Tax Litigation - Law Library Elder Law » Medicaid Planning » Special Needs Trusts » Conservatorships » Guardianships » Guardian ad litem » Asset Protection Planning (Transfers) » Prenuptial Agreements » Legal Issues Affecting Seniors Elder Law- Law Library Small Business Entities » Formation of Corporations, Partnerships and Limited Liability Companies » Representation of Entities as Counsel » Registered Agent Services » Family Business Issues » Conversions, Recapitalizations » Buy-Sell Agreements » Business Succession Planning » Professional Practices Small Business Entities - Law Library Tax-Exempt Organizations » Formation of Non-Profit Entities » Preparation of Application for Tax-Exempt Status » Counsel to Boards of Directors and Executive Directors » Private Foundations (Creation and Compliance) Tax-Exempt Organizations - Law Library