Estate Planning

• Wills

• Trusts

• Advance Medical Directives
  

• Power of Attorney

• Family Limited Partnerships
  

Representative Experience:

• Unified credit by-pass trust planning insuring both husband and wife utilize $2 million estate tax exemption.

• Irrevocable life insurance trust planning providing for estate tax (and income tax) free benefits to beneficiaries.

• Favorable settlement of IRS proposed increase in value of corporation originally reported on estate tax return.

• Successful defense of Executor charged with liability for unpaid estate tax.

• Substantial reduction through settlement of estate tax liability asserted as a result of IRS audit (U.S. District Court proceeding).