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