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

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

Estate Administration

  • Assist personal representatives, executors and beneficiaries with estate administration in Florida, Ohio and Wisconsin
  • Assist with simplified probate proceedings, such as summary administration in Florida

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