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
Private Annuity/Self-Cancelling Installment Note (SCIN)
Warranty and Quitclaim Deeds
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:
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
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)
Other than the categories listed, we also provide a wide array of additional services.
Privately-Held Insurance Recommendations
Charitable Limited Income Partnerships (CLIP)
General/Outside Counsel Representation for Business
Income Tax Planning for Individuals and Businesses
Other Services and Representation
Nothing on this site is, or should be taken as, legal advice in any capacity. The information found on this website is purely for informational purposes.
You should consult an attorney for any advice related to your specific situation.
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