- Estate needs, trust analysis and plan counseling
- Representation in contested or uncontested probate and trust matters, on behalf of claimants, defendants or the estate
- Tax planning, will drafting, living trusts, irrevocable trusts, “GRITs”, “Q-TIPs”, powers of attorney and living wills
- Defense of joint tenancy agreements
- Asset protection techniques and creation and funding of Asset Protection Entities
