Estate Planning - Eliminate probate costs
- Plan for incapacity and avoid conservatorship
- Protect assets from nursing home costs
- Avoid or minimize estate taxes (larger estates)
- Plan in advance for health care decision making
- Set up guardians for minor children, trusts for grandchildren or trusts for heirs with special needs
- Engage next generation in estate planning process
- Preserve family relations and avoid disputes
- Conservation easement planning
- Planned giving to charities
Estate Administration- Probate
- Trust administration
- Advise for management of finances and health upon incapacity or death
- Support specific needs of families in crisis
| Business Planning - Forming and operating C and S corporations, limited liability companies and partnerships
- Conduct corporate compliance audit
- Sales and purchases, mergers and reorganizations of businesses
- Leases, contracts and other business documents
- Business succession planning
- Termination or dissolution of business
Non-Profit Organizations- Formation and operation of tax exempt organizations
- Assistance with Form 1023 and Form 990
- Conflict of interest policies
- Non-profit compliance audit
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