Preparation of Last Wills and Testaments, Revocable Living Trusts, Irrevocable Trusts, Financial Powers of Attorney, Medical Powers of Attorney and Premarital Agreements; plus strategies to avoid Probate Court proceedings after death.
Preparation and filing of Probate Court petitions, notices, inventories and accountings; the preparation of estate tax returns; and the collection and distribution of estate or trust assets.
Strategies to minimize or eliminate the estate tax (sometimes referred to as the “death tax”) liability upon death; plus strategies for asset protection and multi-generation trust planning.
Strategies for non-U.S. citizens, with an emphasis in cross-border planning for Canadians to (a) minimize or eliminate the U.S. estate tax (or “death tax”) liability on U.S. assets owned by Canadians, and (b) avoiding U.S. Probate Court proceedings for U.S. assets owned by Canadians.
Formation, structure and annual administration of small businesses, including limited liability companies, S corporations, C corporations, non-profit/tax-exempt entities and partnerships.
Preparation of buy-sell agreements, shareholder agreements, family business transfers, and gifting strategies to pass business ownership to the family’s next generation.
Purchase and sale agreements for residential and commercial property, lease agreements, and the preparation of deeds and property transfer affidavits.
Preparation and filing of Guardianship and Conservatorship forms with the probate court; advise guardians and conservators on the annual administration tasks, including the preparation of annual reports and accountings, and handling any court hearings.