Tax Law
Tax planning
Tax controversies, including examinations and appeals to income tax, payroll tax and penalty assessments
Trust fund recover defense
Collection appeals, offers in compromise and installment agreements
Tax compliance

Estate Planning and Administration
Tailoring a plan for families and their beneficiaries using wills and trusts
Minimizing estate and gift taxes, income and generation-skipping transfer taxes
Avoiding probate administration with revocable trusts and other non-probate transfers
Planning with retirement plans and IRA’s
Assisting with charitable giving opportunities
Providing asset protection to preserve your net worth
Planning for disability using durable powers of attorney, special needs trusts, and health care directives
Assisting clients with necessary guardianships and conservatorships
Drafting and reviewing prenuptial agreements

Probate and Trust Administration
Collecting and creating an Inventory of Trust assets
Preserving, managing and protecting Trust assets
Determining the validity of claims and paying expenses
Trust accounting
Advising as to estate and gift tax, and income tax aspects of trust administration
Handling sales of real estate and personal property, and distributions to beneficiaries
Protecting the trustee with respect to fiduciary liability and abuse of discretion