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Tax, Trusts & Estate Succession

  • Trusts & Estate Planning
    Avoiding Probate
    Revocable Living Trusts
    Funding a Trust
    Gift Tax
    Healthcare Powers of Attorney
    Financial Powers of Attorney
    Insurance Trusts
    Irrevocable Trusts
    Intentionally Defective Grantor Trusts
    Residence Trusts or QPRTS
    Charitable Remainder Trusts or CLATs
    GRATS & GRUTS
    Private Annuities
    Probate
    Conservatorships
    Guardianships
  • Tax Planning
    Business Entity
    Corporations
    Limited Liability Companies
    Partnerships
    Mergers & Acquisitions
    Sale of Business
    Tax-Deferred Exchanges
    Tax-Exempt Organizations
    Estate Tax Minimization
    Trusts
  • Succession Planning
    LLC Operating Agreements
    Partnership Agreements
    Shareholder or Buy/Sell Agreements
    Exit Strategies (Sales, Gifts, Retirement, etc.)
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