Areas of Practice
Estate Planning and Probate
Estate planning services consisting of trusts, wills, power of attorney for property, power of attorney for health care, living wills, family limited partnerships, irrevocable life insurance trusts, charitable remainder and lead trusts, special needs trusts, qualified personal residence trusts, minor trusts, grantor trusts, qualified domestic trusts, settlement of trust and probate matters, preparation of gift and estate tax returns.
Business Planning
Succession planning for family owned business, incorporation and establishment of various business entities including general partnerships, limited partnerships, limited liability companies, C-Corporations, S-Corporations, unincorporated associations, not-for-profit corporations, mergers and acquisitions, preparation of federal and state income tax returns.
Real Estate
Residential, commercial and investment transactions including tax deferred and like-kind exchanges, title and desired form of ownership issues.
Tax Preparation
Preparation of federal and state personal, partnership, corporation, trust, gift and estate tax
returns.
Accounting
Accounting services consisting of bookkeeping, payroll, reconciliation, reviews and compilations, and preparation of financial statements; of which are useful tools in maintaining an efficient business by emphasizing budgeting, and cash flow.
Origin Development