Estate Planning

Preparation and amendment of estate planning packages including revocable trust, pour over wills, general assignments, power of attorney, and health care power of attorney for estates ranging in size from $100,000 to well over $100,000,000.00.
Preparation of irrevocable life insurance trusts (ILITs) for estate planning clients.
Administration of living trusts (Trust Administration).
Consultation regarding probate avoidance for small estates for estate planning clients with small estates (Less than $150,000).
Will preparation.
Consultations and document preparation related to estate tax avoidance.
Preparation of small estate affidavits for estate planning clients.
Formation of private foundations.
Family business transfer planning.