Areas of Practice
With over three decades of experience, we have discovered that our clients are best served by our concentrated practice in the following areas:


Medicaid Eligibility Planning and Asset Protection

We have helped hundreds of families through the maze of confusing information regarding Medicaid eligibility. We focus on getting clients eligible quickly and protecting their hard earned assets from being taken away from the family upon death.

Estate and Tax Planning for Families

We plan from the simple to the complex—we help families just getting started or families with unique special needs to families with a net worth in excess of $50 million. In moving wealth from one generation to the next, we want you to achieve your personal goals, control your property while you are alive and well; and then give your property to whom you want, when you want, the way you want, while saving all you can on probate, professional fees, and death taxes.

Probate and Trust Administration

Our experienced professionals guide you through the legal processes required at death—paying proper claims, tax filings, accountings, asset divisions, and final distributions. It’s got to be done right.


Personal & Business Asset Protection

Personal Asset Trusts and planning with Limited Liability Companies (LLC) can organize business assets, provide for continuity, and reduce or eliminate estate taxes and protect your wealth from creditors, predators, bankruptcies, and divorces. Let us show you how to protect your assets now and preserve your wealth for your descendants.

Tax Resolution

Let us assist you in resolving your dispure with the Internal Revenue Service.
 
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