Sunday, May 20th, 2012

Practice Areas – Estate, Business and Agri-Business Planning

Estate Planning

Estate tax analysis and implementation of planning to minimize or avoid the estate tax
Estate planning preparation
- Drafting of revocable trusts
- Drafting of wills
- Drafting of durable powers of attorney
Advanced estate planning
- Irrevocable trusts
- Use of life insurance
- Estate tax payments planning
Charitable planning
- Charitable remainder trusts
- Charitable lead trusts
- Direct charitable gifts
Special Needs Planning
Post mortem planning and administration
- Estate tax returns
- Allocation agreements for irrevocable trusts
- Transfer of assets
- Exchange agreements
- Implementation of estate planning provisions
- Collateral areas of settling estates
- Disclaimer Trusts
- Generation Skipping Transfer Trusts
Probate
Conservatorship

Entity choice and implementation (corporation, limited liability company, partnership)
Succession planning
- Buy/Sell agreements
- Sales to third parties
- Succession among family members
General business counseling
Lease arrangements
Compliance on entity choice
Overall tax planning
Sale/Purchase of business
Estate Tax Planning
Special Use Valuation for Family Farms and Ranches
Estate Tax Coordination with Family Businesses
- Long-term payout of estate taxes
- Transfer to qualified heir(s)
- Succession among family members
- Discounts to reduce estate tax liability