Practice Area: Business
Outcome: Formation of Corporations, Partnerships, LLCs
Description: Many clients engage me to form various types of business entities (Corporations (both C and S),... more
Practice Area: Tax
Outcome: Preparation of Tax Returns
Description: I prepare annual gift tax returns and estate tax returns for various clients who do annual gifting... more
Practice Area: Estate Planning
Outcome: Estate and Gift tax Plans/Probate avoidance
Description: In all of my estate plans I focus on minimizing transfer taxes to the chosen beneficiaries of the... more
Practice Area: Probate
Outcome: Court Approval of early termination of CRT.
Description: Court approval of calculating present value of remainder interest that was distributed to the... more