Prepare & amend estate planning documents, including last will and testament, revocable living trust, living will, designation of health care surrogate.

Sophisticated estate tax reduction planning, including the use of intentionally defective grantor trusts, charitable remainder trusts, zeroed out charitable lead trusts. Legacy and dynasty trusts for multiple generations. Freeze family business entities.

Formation, reorganization and dissolution of business entities, including corporations, limited liability companies and partnerships.

Negotiating and preparing agreements and closing legal documents to purchase and sell businesses

Negotiation and drafting for closely held entities, including employment, consulting, non-compete, non-disclosure, lease and other agreements.

Probate and Trust administration