Estate Planning

Estate Planning Estate planning represents an ever increasing portion of my practice. I have serviced many successful small business persons and professionals over the years, often revising plans as federal tax issues become a concern. For those clients with high net worth, I have partnered with other experts in the field for the expertise they can bring to the planning process. I have drafted numerous trust agreements, wills and incapacity planning instruments. Several clients have adopted innovative estate planning techniques for ownership of their business and real estate holdings. Such techniques meet the clients’ goals of control of the assets while creating frameworks to pass equity on to intended heirs.