Among many services available to our clients are:

Estate Planning:

  • Preparation of Wills and Revocable Trusts including
    • Directives to Physicians
    • Medical Power of Attorneys
    • Statutory Power of Attorneys
    • Declaration of Guardian
    • Irrevocable trusts such as life insurance, minor, and charitable trusts
    • Revocable Trusts
    • Hipaa Releases
    • Coordinate non-probate assets with overall estate plan
  • Premarital and post marital agreements
  • Charitable gift planning using trusts and foundations

Elder Law:

  • Assistance with Guardianships
  • Miller Trusts
  • Medicaid Planning
  • Medicaid Applications
  • Social Security
  • Veterans's Administration Certified

Probate and Estate Administration:

  • Assist Executors and Trustees with fiduciary duties including probate proceedings
  • Funding of trusts, including revocable trust and testamentary trusts
  • Preparation of Federal and State estate and inheritance tax returns; Federal Gift Tax returns including generation skipping transfers

Business Transactions:

  • Consultation and preparation of Buy-Sell agreements between business owners
  • Transactional support for business oganizations, including: contract reviews & development
  • Preparation and review of corporate documents
  • Business Entity Formation-
    • Incorporations, LLC’s, partnerships and professional organizations
  • Review of contracts, leases, and settlements
  • Asset Sales

 


Quick Contact

Inquiries are always welcomed from individuals and businesses. Call us at 281-444-8900 to schedule an appointment or email us and our office will contact you to answer your questions.
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