Preparation of various types of estate plans, which may include the following documents:
- Simple wills
- Wills with trusts for children
- Wills designed to utilize Federal Estate Tax Exemption
- Revocable trusts – including tenancy by the entirety trusts and Community property trust
- Irrevocable trusts – including intentionally defective grantor trusts, insurance trusts, dynasty and multigenerational trusts and special-needs trusts
- Charitable lead and remainder trusts
- Powers of attorney and advanced care plans
- Family constitutions and business succession plans
- Probate of decedent’s estates, including small estates and solvent and insolvent estates
Administration of a decedent’s revocable or irrevocable trust
Representing executor, trustee, beneficiaries and/or creditors of a decedent’s estate and/or trust
Preparation of Federal estate tax returns and income tax returns for estates and trusts
Modifying existing trust agreements either through nonjudicial settlement agreements, decantations, or court-approved modifications