Estate
Planning

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

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

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

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

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

Third Party Trusts
Self-Settled Trusts
Pooled Trusts