Practice Areas

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Probate and Estate Settlement

Review of Estate Planning

Estate Tax Planning

Revocable Living Trust Packages for Client and Spouse 

Wills (Last Will and Testament)

Durable Power of Attorney 

Health Care Directives

Crummy Letters

Private Annuity/Self-Cancelling Installment Note (SCIN)

Warranty and Quitclaim Deeds

Title Confirmation

If you find yourself on the wrong side of an audit, it can be a scary thing. Fortunately, you don't have to do this buy yourself. 

We can help, and specialize in the following practice areas:

Offer in Compromise 

Representation in front of the State Tax Commission

Representation for IRS Appeals/United States Tax Court 

Representation in Federal District Court

Penalty Abatement and Tax Relief 

 We provide a number of asset protection services, including reviewing your current situation to determine your expose to liability as well as our most popular package that includes: 

1. Holding Limited Liability Company (LLC)
2. Up to (4) Subsidiary LLCs 
3. 2 Irrevocable Trusts
4. Recommendations on Holding Title 
5. Analysis of Before vs. After Asset Protection
6. Similar Items

There are significant tax consequences to consider when creating, buying, selling, or even changing many aspects of a business. We can help. Some of our services include: 

Formation of Limited Liability Companies (LLC), Business Corporations, and Partnerships. 

"Golden Handcuffs" Arrangements

Non-Qualified Deferred Compensation Plan Arrangements 

Buy/Sell Agreements

Cross Purchase Agreements 

C Corporation Bail Outs

Sale or Purchase of a Business  

Some of the trust work we offer include: 

Restated Revocable Trusts

Irrevocable Life Insurance Trusts (ILIT)

Grantor Deemed Owner Trust for SCIN of Annuities (GDOT)

Private Annuity or Self-Cancelling Installment Notes (SCIN)

Stand-Alone IRA Trusts

Grantor Retained Income or Annuity Trusts (GRAT)

Qualified Personal Residence Trusts (QPERT)

Charitable Remainder Trusts (CRT)

Charitable Lead Trusts (CLT)

Offshore Trusts

Other than the categories listed, we also provide a wide array of additional services.

For example: 

Privately-Held Insurance Recommendations 

Charitable Limited Income Partnerships (CLIP)

General/Outside Counsel Representation for Business  

Income Tax Planning for Individuals and Businesses 

Employment Agreements 

Other Services and Representation