Practice Areas

My  practice focuses on helping clients plan for and resolve issues  relating to estate and tax law.  I provide a range of services in the  areas of estate planning, probate administration, business and tax  planning, tax return preparation and in representing taxpayers before  the IRS .    Typical services  provided include:


Estate Planning Services

  • Basic Will Drafting - including Will, Durable Power of Attorney for Property, Power of Attorney for Health Care and Living Will.
  • Basic  Estate Planning - including Revocable Living Trusts (aka Grantor  Trusts), Will, Durable Power of Attorney for Property, Power of Attorney  for Health Care, Living Will and related transaction documents
  • Advanced  Estate Planning - all of the above as well as additional planning  vehicles as needed such as Irrevocable Life Insurance Trusts, Family  Limited Partnerships, Charitable Trusts, etc.


Probate Administration

  • Estate and Trust Administration
  • Executor Consultation
  • Federal and State Estate Tax Return Preparation
  • Post-Mortem Planning


Tax Preparation Services

  • Individual Returns
  • Small Business Returns
  • Gift Tax Returns
  • Fiduciary Returns (Trusts and Estate Income Tax Returns)


IRS Representation

  • Representing Taxpayers in Collection Matters
  • Establishing Installment Agreements with the IRS
  • Preparing Offers in Compromise
  • Assisting Taxpayers with IRS Exams and Correspondence