• Consultation to evaluate current and anticipated dispositive desires.
• Discussion of available income and estate tax savings alternatives.
• Evaluation of appropriateness of joint tenancy.
• Evaluation of need for advanced directives consisting of medical declaration ("Living Will") rejecting medical or surgical treatments, Health Care Power of Attorney and Durable (Financial) Power of Attorney.
• Guardianship and Conservatorship for incapacitated persons.
• "Simple Will" for smaller estates.
• Will with testamentary trust for minor or incapacitated persons.
• "Credit Shelter", marital deduction and QTIP Trusts.
• Revocable and irrevocable trust planning.
• Multi-generational or GST trust planning.
• Split Interest Trusts.
• Retained Interest Trusts.
• Irrevocable Life Insurance Trust ("ILIT").
• Marital agreement to protect non-marital assets in the event of death or dissolution.
• Discussion and analysis of choice of entities.
• Utilization of Family Partnership.
• Probate, trust and estate administration.
• Dispute resolution.
• Expert testimony.

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