Cynthia Alicea Dade

Plan for disposition of assets on death and management of assets during life to meet family goals while minimizing taxes. Planning for family members with disabilities. Planning for business succession. Prepare Wills, Trusts, Powers of Attorney, Health Care Proxies, Partnerships.

All aspects of estate settlement including probate of Wills, settlement of trusts, estate tax planning post death, estate tax return preparation, estate tax audit representation, income tax planning for beneficiaries, settlement of accountings formal and informal, representation of individual and corporate fiduciaries, appointments of successor executors and trustees, appointments of guardians and creation of tax efficient distribution strategies for retirement plan benefits

Long term planning to protect the financial independence of clients as they age. Restructure asset holdings and use gifts to shelter assets and protect spouses. Use trusts, powers of attorney and health care proxies to prepare for declining physical and mental capacity. Coordinate with long term health care insurance and social work providers to obtain funding for long term care.

Residential real estate sales, formation of business entities to hold and manage commercial and residential investment real estate, advice concerning use of real estate in gift and tax planning, negotiation of business agreements with family members and business partners for proper succession planning in the management of real estate.