Areas of Practice
Drafting and enforcing health care powers of attorney, living wills, medical authorizations, financial powers of attorney, and other advance directives.
Wills, trusts, living trusts, and techniques to avoid probate transfers using beneficiary designations, transfer on death (TOD) and pay on death (POD) designations, and nontestamentary transfers using marital agreements.
Protecting financial interests of children and disabled beneficiaries including creditor and divorce protection.
RETIREMENT BENEFIT PLANNING
Structuring estate plans to protect inherited retirement benefits like IRAs and maximize income tax benefits; charitable gift planning to minimize income taxes.
ESTATE & GIFT TAX PLANNING
Marital deduction, portability and GST planning; life insurance, dynasty, QPRT, GRAT and other irrevocable trusts; gift and charitable gift planning.
MARITAL PROPERTY PLANNING
Consultation and drafting of prenuptial and postnuptial agreements.
Living trust administration, transfer of assets without probate,
FULL SERVICE PLANNING FOR SAME SEX PARTNERS
Consultation on marriage issues and analysis of legal and tax risks and benefits; planning and drafting agreements for co-ownership of real estate, cohabitation, domestic partnership registration, and marriage.
Planning for birth or adoption for same sex couples.