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Areas of Practice
The practice is limited to addressing the estate planning needs of clients, emphasizing accomplishing their goals while minimizing gift tax, estate tax, generation skipping tax and income tax. Many clients are closely held business owners who also require business succession planning and non-qualified executive benefit planning to recruit, retain and reward key employees imperative to the success of the business.
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| Estate Planning |
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Wills & Trusts
Tax Planning
Gifting Strategies
Sophisitcated Techniques (FLPs, GRATs, IDGT) |
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| Business Planning |
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Business Succession Planning
Planning for Key Employees |
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| Executive Benefit Planning |
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NQDC, Split Dollar and Bonus Plans |
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| Estate Administration |
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Probate Proceedings
Administration Proceedings
Preparation of Estate Tax Returns
Preparation of Accountings
IRS Estate Tax Audits and Appeals |
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| Educational Training For Financial Professionals |
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Please visit my Training Programs and Training Topics pages here on my website. |
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