About

Areas of Practice

• Estate planning
• Trust administration
• Personal and charitable gift programs
• Probate
• Income tax planning

Advanced Estate Plan Techniques

My education and experience gives me the tools to craft an estate plan for the complicated estate or family situation as well as the relatively simple estate.

Among the estate planning techniques that may be appropriate for your situation include:

• Irrevocable Life Insurance Trusts to eliminate estate taxation of life insurance death benefits
• Trust for Minors to permit long-term management of significant gifts to children or grandchildren
• Family Limited Partnerships to allow management and transfer of family business concerns with reduced estate tax consequences
• Charitable Remainder Trusts permitting conversion of highly-appreciated assets to income while benefiting your favorite charities
• Qualified Personal Residence Trusts to remove a home with great appreciation potential out of your estate while retaining use of the residence