Estate Planning and Trusts
For clients interested in maintaining management and control of their estate, while avoiding probate, protecting family members, and ensuring privacy, we offer basic estate plans which include revocable living trusts, pour-over wills, durable powers of attorney for property management, advance health care directives, special needs trusts, children’s trusts, and property agreements.
For clients who have assumed the responsibility of taking care of a loved one who is unable to physically or financially care for himself or herself, we represent guardians in guardianship proceedings, from the initial appointment to the final accounting. Our representation also extends to contested guardianships.
Real Property Ownership Strategies
For clients who need assistance with respect to all aspects of real estate transactions, including buying, selling, developing, leasing, and lending—our experience in real estate and property law will help guide you through your next real estate transaction with confidence.
Trust Administration and Probate
For clients who have experienced a death in their family, we provide estate administration services, including probate and trust administration, estate tax returns, spousal property petitions, non-probate collection of personal property, trust division upon the death of a spouse, funding stale trusts, and amending “irrevocable” trusts through the proper use of disclaimers.
For clients interested in minimizing the impact of transfer taxes against their estate, we offer simple estate-tax savings plans, to more sophisticated transfer tax savings and asset protection strategies, including the use of family limited partnerships (FLPs), family limited liability companies (FLLCs), buy-sell agreements, estate freeze and valuation discount strategies, charitable remainder and charitable lead trusts, irrevocable life insurance trusts (ILITs), dynasty trusts, grantor retained income trusts (GRITs), private annuities, among many others.
Best Business Strategies
For clients who want to maintain better control over income taxes, liabilities, business succession, and retirement income, we provide business services with the establishment of the entity of choice—C- or S- Corporations, LLCs, or Partnerships-- and strategies to accomplish any other business goals. We develop strategies to pass a family business or closely-held business to the next generation and assist with the harmonious transfer of control at the business owner’s death. Our primary focus is on planning techniques which can result in significant transfer tax savings.
Our Areas of Expertise:
This list of services is not all-inclusive. Please call our office at (479) 527-0006 if you have any questions or would like a free consultation.
“Personal peace-of-mind planning.”