I offer the full range of estate planning, trust and probate services of a big firm, but without the hassle of downtown appointments and large firm prices. I listen to clients as we plan wealth management and disposition strategies, and then implement such plans. I discuss the scope of services and costs with my clients. All of this from a convenient, accessible location.

Our practice includes:

- Wills and trusts

- Probate and trust administration

- Retirement benefit planning

- Life insurance plans, trusts and designations

- Community and separate property planning

- Marital property agreements

- Family limited partnerships

- Business succession and buy-sell planning

- Structuring gifts, large and small

- Charitable gift and bequest planning

- Education savings options

- Creditor protection tools

- Funding trusts and business entities

- Transfer of assets

- Representing executors and trustees

- Representing beneficiaries and related claims

- Identifying income tax issues

- Generation skipping planning

- General and special powers of attorney

- Living wills and directives to physicians

- Guardianship choices for minors and adults

- Anatomical gift declarations

- Planning for disposition of remains

- Living trusts

- Beneficiary designations on non-probate assets

- Financial planning options

- Elder care options

- Special needs trust planning

- Understanding wealth benefits and burdens

- Incentive trust planning

- Referrals to additional professional advisers

- Planning for a move to Texas

- Non-traditional relationships

- Consulting on choices for fiduciary services

- Legal advice and referrals in other areas

- Monitoring legal services by other attorneys

This list is certainly not complete, but is representative of the broad range of services we provide. We do not make investment recommendations, sell financial products or prepare income tax returns.