- Estate Planning
- Drafting wills, powers of attorney, healthcare proxies, and beneficiary designations;
- Drafting trusts, including lifetime trusts, marital deduction and credit shelter trusts, insurance trusts, GRATs, QPRTs, special needs trusts, and various types of charitable split interest trusts;
- Providing tax and other planning services to individuals regarding charitable and non-charitable gifting;
- Designing plans for transfer of family business interests;
- Drafting prenuptial and postnuptial agreements;
- Providing strategic advice about transfers between spouses;
- Designing estate plans that address complex family circumstances;
- Working with families to design long-term plans for vacation homes;
- Advising people about life insurance and annuities and their roles in estate planning.
- Assisting with land conservation, conservation restrictions, and land transfers as part of estate planning; and
- Planning to minimize income, estate, and gift taxes.