Specific services include
- Basic estate planning, including preparation of revocable living trusts, wills, durable powers of attorney, and advance health care directives
- Advanced estate planning, including preparation of irrevocable trusts for children, generation-skipping trusts, irrevocable life insurance trusts, and grantor retained annuity trusts
- Special needs trusts and litigation special needs trusts
- Charitable planning, including charitable remainder trusts, charitable lead trusts, and private family foundations
- Probate, including ancillary probate
- Trust administration
- General conservatorships, limited conservatorships, and substituted judgment
- Family business succession planning
- Modification, reformation, and construction of irrevocable trusts
- Charitable Gifts/Planned Giving
- Estate Planning
- Lifetime Family Wealth Transfers/Gifts/Sales
- Personal Interest
- Speaking Engagements
- Special Needs Trusts
- Taxes: Gift Tax, Estate Tax & GST Tax
- Future of the Federal Estate Tax
- GRAT
- Greenbook
- Hani Sarji
- Martin Vaughan
- Medi-Cal
- Michael Jackson Family Trust
- Michael Jackson estate
- Michael Jackson probate
- Michael Jackson trust
- OMB Watch
- Obama Administration Tax Proposals