provides a wide range of estate planning services to his clientele, including an array of legal services relating to inheritance and fiduciary administration. He advises on matters including family business succession, wills and trusts, powers of attorney, advance health care directives, estate, gift and generation-skipping tax minimization strategies, probate and trust administration, conservatorships, guardianships, asset protection, charitable giving, and litigation and dispute resolution in the probate, trust, conservatorship and guardianship context.
Estate Planning
Advises clients regarding wills, testamentary trusts, revocable living trusts, irrevocable trusts including life insurance trusts, grantor retained annuity and unitrusts, charitable lead and remainder trusts, family limited partnerships, qualified domestic trusts, special needs planning, estate, gift and generation-skipping tax minimization, asset protection planning, powers of attorney, and advance health care directives.
Probate Administration
Represents and advises personal representatives in connection with fiduciary duties and probate administration, including the submission of wills to probate, administration of intestate estates, appointment of personal representatives, identification of assets and debts, the preparation of estate inventories, notifying creditors and handling creditors' claims, partial distributions, accountings and estate termination and final distributions.
Trust Administration
Represents and advises trustees in connection with fiduciary duties and trust administration, including the appointment of successor trustees, identification of trust assets and debts, notifying creditors and handling creditors' claims, partial distributions, trust accountings and trust termination and final distributions.
Conservatorships and Guardianships
Represents and advises clients in connection with fiduciary duties, the establishment and administration of conservatorships and guardianships of incapacitated persons and minors, handling court settlements and insurance payments, asset investment issues, distributions, budgets, and court accountings and termination.
Litigation
Represents and advises both fiduciaries (personal representatives, trustees, conservators, guardians) and beneficiaries in connection with probate, trust, conservatorship, and guardianship administration, including with respect to a fiduciary's duties (including the duties of loyalty, to furnish information, to keep and render accounts, of impartiality, and to exercise reasonable skill and care), the prosecution and defense of breach of fiduciary duty claims, and in connection with the resolution and settlement of probate, trust, conservatorship and guardianship disputes.
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