Estate Planning 2017-07-30T09:12:33+00:00

Estate Planning

Our firm offer a variety of sophisticated estate planning services to our clients, including:
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Medical Directives

Representative Experience:

  • Unified credit planning.
  • 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).