Practice Areas

I focus on applying our model of comprehensive, integrated, reality-based planning, supported by the necessary education, to help my clients in the following areas:
Estate Planning
·    Base planning – Revocable Living Trusts, Wills, Powers of Attorney, Health Care Documents
·    Advanced Planning – Plan design, implementation and management services to achieve lifetime financial goals, avoid income and estate taxes, and optimize integrated planning strategies.
Legacy Planning
·    There are many ways to think of legacy planning.  One aspect is that legacy planning “estate planning for people who have a story to tell.” It involves capturing and passing on family stories, wisdom earned from life experiences, values, hopes and treasured personal possessions.  That deeper knowledge of life’s goals can impact the entire estate plan in profound ways.
·    Priceless conversations™
Trust and Estate Settlement
·    Probate and trust settlements
·    Postmortem planning
·    Beneficiary trust design and maintenance
Asset Protection Planning
·    Comprehensive Asset Protection Audit™
·    Creation of trusts, LLCs, series LLCs, domestic asset protection trusts
·    Ongoing maintenance of asset protection entities
Business Transition Planning
·    Business exit planning
·    Business succession planning
·   Planning for multi-owner businesses

Dispute Avoidance and Resolution
·    Alternative Dispute Resolution systems design for corporations, LLCs and trusts
·    Mediation and facilitation services
·    Collaborative law and settlement counsel
·    Litigation of trust and estate disputes
·    Appeals in trust and related areas