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:

• 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.
  

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

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

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