- Estate planning, including wills, testamentary substitutes, revocable and irrevocable trusts, insurance trusts, qualified personal residence trusts, family limited partnerships, charitable remainder trusts; qualified domestic trusts, lifetime property transfers, transfer of closely held corporations, retirement plan distributions, beneficiary designation advice, method of holding title to principal residence and other assets, state residency issues, gift tax, estate tax and generation skipping transfer tax planning, powers of appointment, disclaimers and asset protection.
- Living wills and health care proxies.
Back to: Practice
