Practice Areas

Estate Plans to pass property, with a view toward the mitigation of possible taxes and probate costs.

 

Counsel to Personal Representatives, Trustees and other fiduciaries in connection with Estate and Trust administration.

 

Representation of Buyers and Sellers in real estate transactions, conveyances, land use and zoning issues including representation in front of applicable Boards.

 

A full range of personal, financial and/or legal services can be considered on a case by case basis, including:  dependent care when incapacitated and/or incompetent; bill payment oversight; tax preparation.

 
Estate Planning

 

Estate Plans to pass property, with a view towards the mitigation of possible taxes and probate costs, including:

 

  • Last Wills

  • Revocable Living Trusts

  • Irrevocable Trusts

  • Charitable Remainder Trusts

  • Durable Powers of Attorney

  • Health Care Proxies

  • Living Wills

  • Health Insurance Portability and Accountability Act (HIPAA) Release Forms

  • Declaration of Homestead

 

 

Probate

  • ​Guardianship Petitions

  • Rogers Guardianships

  • Conservatorships

  • Estate Settlement

  • Trust Administration

 

Real Estate

 

  • Purchases, Conveyances

  • Sales

  • Leases

  • Rentals

  • Condominium Documents

  • Land use

  • Zoning issues

 

Taxes

 

  • Estate Tax

  • Gift Tax

  • Fiduciary Income Tax Preparation

  • Individual Income Tax Preparation


 

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