With 42 years of legal practice, for decades I have been the "Family Wealth... more
With 42 years of legal practice, for decades I have been the "Family Wealth Strategis" (sm). For many years I have been awarded the prestigous AV -Preeminent Rating from Martindale-Hubbell which states this rating is "a testament to the fact that a lawyer's peers rank him or her at the highest level of professional excellence." This peer reviewed rating is awarded to less than 5% of lawyers n... view profile
I specialize in estate and trust planning, with an emphasis on tax planning for... more
I specialize in estate and trust planning, with an emphasis on tax planning for strategic wealth transfers. In addition, I provide legal and tax advice to owners of small businesses and rental properties who would benefit for transferrring their interests into limited liability business entities in a manner that will protect their personal assets and avoid triggering an increase in their proper... view profile
This is about YOU! What do you need to solve your problem and to feel safe and... more
This is about YOU! What do you need to solve your problem and to feel safe and secure? We can help you do that by addressing your needs. Don't sit back and do nothing. If you don't have a will, trust, powers of attorney, health care instructions, then to protect yourself and to be safe, you need to do something about that. If you are a beneficiary of a trust and the trustee won't tell ... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.