Your Subtitle text
Practice Areas
The diversity of my experience has helped me develope a unique skill set allowing me to specialize in many areas. In addition to the great pool of resources available to me, my knowledge of the insurance, financial and legal industry has given me an edge when dealing with the complex and personal issues facing many families and business owners.
My services include:
My services include:
Estate Planning, Wills and Trusts
- Simple and Complex Wills
- Living Wills and Health Care Proxies
- Power of Attorney
- Irrevocable Life Insurance Trusts (ILIT)
- Supplemental/Special Needs Trusts
- QTip Trusts
- Estate Tax Liability Evaluations
Probate and Administration Proceedings
- Probate/Administration/Small Estate Petition Preparation
- Asset Identification and Gathering
- Estate Settlement
Business Formation and Succession Planning
- Buy/Sell Agreements
- Shareholder Agreements
- LLC Formation and Operating Agreements
