Areas of Practice
Estate Planning, Probate, and Business Law
Estate Planning
Estate Planning includes extensive discussions and planning to create a plan for transferring wealth and assets to the next generation in a tax-efficient manner to achieve the desired goals of a specific distribution.
Estate Plans include a series of documents that are specifically drafted and planned to work in unison and make up the comprehensive estate plan.
The following are documents that are included:
Trust
Pour-Over Will
Advanced Health Care Directive
HIPPA Release
Durable Power of Attorney
Assignment of Personal Property
Assignment of Community Property
Certification of Trust
Schedules of Assets
Quitclaim Deed (if needed)
Probate and Trust Administration
Probate is the process of handling the estate of an individual who has passed away without proper planning documents. Coping with the death of a loved one is not an easy task for anyone, and adding the complexities of distributing their assets is often an arduous and time-consuming task. Utilizing an attorney in navigating this complex court system will help relieve the burden from the family in feeling that they are alone in this process.
Business Law
Business Law is made up of the planning to form a new business entity, management of the business during the business lifetime, and the ultimate exit strategy of the founders. If you own your own business, it is essential to have a business succession plan to govern who will take over in the event you can no longer manage your affairs.
The first and possibly most important decision a business owner makes is the choice of which type of business entity to create. The creator of the business has options that are important to be discussed and considered before starting a business entity.
The documents that are included for creating a new entity depend on the type of entity (LLC, S-Corporation, or C-Corporation)
Articles of Formation/Articles of Incorporation
Operating Agreement/Bylaws
Manager Consent/Board of Directors Actions
Members Consent/Shareholders Actions
Buy-Sell Agreements
Statement of Informations
