Estate and Trust Planning
Living trusts, irrevocable trusts, funding and transfer matters related to trusts, wills, gift planning, retirement planning, estate tax analysis, living wills, and powers of attorney.
Trust and Estate Administration
Probate and related matters, administration of trusts, division and funding issues, fiduciary representation and advice, and preparation of estate tax returns (Form 706).
Guardianship/Conservatorship
Representation of family members and fiduciaries in guardianships, conservatorships, or other protective proceedings.
Special Needs and Long-Term Care Planning
Long-term planning for individuals with special needs, including coordinating government benefits, long-term care funding strategies, Medicaid planning, and special needs trusts.