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Key Matters

Estate Planning

  • Creation of wills and trusts for individuals, as well as drafting of healthcare documents and powers of attorney
  • Preparation and review of estate and gift tax returns

Wealth Preservation Planning

  • Assist business owners, professionals, entrepreneurs, and their families in implementing asset protection structures
  • Perform risk management overview for Florida residents

    Real Estate

    • Review trusts being used for loan transactions
    • Due diligence on potential transactions

    Bankruptcy, Workout & Creditors’ Rights

    • Assist in litigation matters where a trust holds title to the debtor’s principal assets (or the debtor is a beneficiary of a trust)
    • Review trusts for creditor and trustee institutional clients 
    • Review structures to determine collectability

    Intellectual Property

    • Review transactions where estates and trusts are involved in sale of copyrights or royalties

    Business Competition, Advice & Litigation

    • Draft company minutes, consents and operating agreements for closely held businesses
    • Formation of closely held business entities
    • Restructuring of closely held business entities
    • Review of closely held business for purposes of litigation support
    • Assist with business succession planning