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