• Estate
    Planning

    Revocable Living Trusts
    Last Will & Testament
    Financial Power of Attorney
    Health Care Power of Attorney
    Advanced Directives


  • Farm & Business
    Succession Planning

    Entity Formation/Reorganization
    Buy/Sell Agreements
    Lifetime Gifting Strategies
    Intra-family Sales


  • Probate & Trust
    Administration

    Fiduciary Representation
    Beneficiary Representation
    Family Settlement Agreements
    Modification/Termination of Trusts
    Estate Tax Returns/Audits


  • Advanced Estate
    Tax Planning

    (High Net Worth Clients)
    Irrevocable Life Insurance Trusts
    Grantor Retained Annuity Trusts
    Intentionally Defective Grantor Trusts
    Family Limited Partnerships


  • Asset Protection
    Planning

    Limited Liability Entities
    Spousal Limited Access Trusts
    Income Only Trusts
    Generation Skipping Trusts
    Irrevocable Land Trusts


  • Charitable
    Planning

    Restricted Gifts
    Donor-Advised Funds
    Charitable Remainder Trusts
    Charitable Lead Trusts
    Private Foundations


  • Special Needs
    Planning

    Third Party Trusts
    Self-Settled Trusts
    Pooled Trusts