Areas of Practice

Revocable Living Trusts

A Revocable Living Trust is a powerful estate planning tool that lets you manage and protect your assets during your lifetime and pass them to your beneficiaries without probate. It offers privacy, reduces court involvement, and ensures a smooth transition of wealth. Ideal for families with children, real estate owners, and high-net-worth individuals seeking flexibility and control.

Powers of Attorney

A Power of Attorney (POA) ensures your finances and legal matters are handled by someone you trust if you become incapacitated. A Durable Financial POA gives authority over your property, bills, and accounts, while a Healthcare Power of Attorney allows a chosen individual to make medical decisions for you. These essential documents provide peace of mind and full control over unexpected situations.

Advance Health Care Directives

An Advance Health Care Directive (or Living Will) clearly states your preferences for medical care if you cannot communicate your wishes. It guides doctors and loved ones on decisions such as life support, resuscitation, and palliative care. When paired with a healthcare power of attorney, it ensures your values and choices are respected.

Last Wills and Testaments

A Last Will and Testament directs how your assets should be distributed and who will care for your children after your passing. Without a will, the state determines these decisions. A well-drafted will puts you in control, names an executor, and helps avoid family disputes. It’s a fundamental part of any complete estate plan.

Special Needs Trusts

A Special Needs Trust provides for a loved one with disabilities without disqualifying them from essential government benefits like Supplemental Security Income (SSI) or Medicaid. It can fund therapies, education, housing, and other needs while preserving public assistance eligibility. This trust is crucial for long-term care and responsible financial stewardship.

Asset Protection Entities

Asset Protection Planning helps safeguard your wealth from lawsuits, creditors, and legal claims. We use proven strategies such as forming Family LLCs, Family Limited Partnerships, placing assets into an Irrevocable Trust, or creating a Self-Settled Asset Protection Trust where permitted. These tools are essential for professionals, business owners, and families who want to protect real estate, investments, and personal assets while planning for tax efficiency and generational wealth transfer.

Non-Citizen Estate Planning

Estate Planning for Non-Citizens involves complex rules around estate taxes, asset transfers, and inheritance rights. Whether you hold a green card, visa, or foreign assets, we help structure your estate to comply with U.S. laws and minimize tax exposure. Our planning includes marital deduction strategies and international asset coordination.