SERVICES

Legal Advisory Services

• Contract drafting, review, and revision
   
• Business and personal legal advisory
   
• Independent second opinions
   
• Legal risk assessment and issue-spotting 

Tax Return Preparation

 

• Individual income tax returns (Form 1040)
   
• Trust and estate income tax returns (Form 1041)
   
• Estate and gift tax returns (Forms 706 and 709)
   
• Business tax returns (S corporations and partnerships)
   
• Multi-state and cross-border filings 

Tax Law Consultation

Wills, Estates & Trusts

Wills, Estates & Trusts

• Transactional tax analysis
   
• Planning around life events and restructuring
   
• Coordination with accountants and advisors
   
• Review of complex or sensitive tax positions

Wills, Estates & Trusts

Wills, Estates & Trusts

Wills, Estates & Trusts

• Wills and revocable trusts
   
• Powers of attorney (financial and health care)
   
• Advance healthcare directives
   
• Estate and trust administration (non-litigation)
   
• Guardianship designations
   
• Estate and gift tax planning
   
• Asset protection planning