Trust is a powerful asset protection tool

  • Preparation of estate and tax planning and related documents that include Wills, Trust agreements, Living wills,  Health care proxies and Powers of Attorney
  • Asset and creditor protection planning and advice
  • Documents relating to charitable trusts and foundations
  • Probate, Administration and related matters
  • Medicaid planning, guardianships, and special needs planning
  • All aspects of estate and trust administration
  • Preparation and filing of estate, gift and fiduciary income tax returns
  • Advice to persons and entities in the United States and abroad

Definitions

TRUSTS
SPECIAL NEEDS TRUSTS
ADVANCED DIRECTIVES
HEALTH CARE PROXY (HCP)
POWER OF ATTORNEY
WILL

Forms

“Action is the foundational key to all success” – Pablo Picasso

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