Law Office of James A.  Soressi
Concentrating in Estate Planning, Business Planning & Estate Administration
Educational Materials
  1. Estate Planning Brochure
    This brochure explains the estate planning process, including a description of various estate planning documents (Durable Power of Attorney, Health Care Proxy, Living Will, Last Will and Testament, Revocable and Irrevocable Trusts).
  2. Uses of Trusts In Estate Planning
    This comprehensive article addresses various types of trust, how they work, what their objective are and how they may be used in estate planning.
  3. Business Valuation
    This article provides a primer on how closely held businesses may be valued.
  4. A Family Buy-Sell Gone Awry
    This article discusses a real life case where a family business succession plan is fraught with problems in accomplishing the decedent's goals and objectives. It highlights what went wrong and suggests better alternatives than what was chosen.
  5. Life Insurance Transfer for Value Issues
    Although life insurance death benefit proceeds are generally not subject to income tax, there may be situations where the income tax free benefit may become taxable. The Transfer for Value rule and its exceptions are explained to avoid the inadvertent taxation of life insurance death benefit proceeds.
  6. Click on any of the buttons to download the file. You then can open the file and print it out for review.
Jim's Brochure
Trusts
Business Valuation
Buy-Sell
Life Insurance