Estate Planning: Implementation of Estate Plans
to provide for an orderly distribution of assets in a tax efficient
manner by utilizing various Estate Planning tools such as Wills, Living
Trusts, Land Trust, Power of Attorney for Property and Health Care.
Probate and Estate Administration: Representation
of family members in probate matters including preparation of documentation
to appoint personal representative, attending court hearings, preparation
of accounts, preparation of federal and state estate tax returns
(Form 706) and fiduciary income tax returns (Form 1041).
Elder Law: Implementation of plans to preserve
and protect family assets from the rising cost of long term care
through the use of Irrevocable Trusts and Life Estates and the
preparation of applications for Medicaid and Public Aid.
Business Formation: Advise clients on the appropriate
business entity for the operation of their business in a tax efficient
manner by utilizing S Corporations, Partnerships and Limited Liability
Companies.
Corporate and Commercial Transactions: Assisting
business owners in all areas such as Corporate Mergers, Acquisitions,
Sales of Corporate Stock, Sale of Assets, Buy/Sell Agreements, Stockholder
Agreements, Leases, Employment Contracts and Estate Succession Planning.
Income Tax Planning: Working with individuals,
businesses, trusts and estates to take full advantage of available
tax credits and deductions and assist in the preparation of tax
returns.
Real Estate: Assisting individuals and businesses
in the Purchase and Sale of Real Estate, Residential and Commercial
Real Estate. Preparation and review of contracts coordinating closing
documents with lender and representation at closing. |