Probate:
Complete Probate Administration
Summary Administration
Will Contests
Probate Trust Litigation
Invalid Transfers
Estate Planning
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| Wealth Transfer |
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| Wealth Preservation |
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Trusts & Estates:
We focus our trusts & estates services so as to create maximum wealth transfer, asset protection, and tax advantaged accumulation. To that end, some of the trust services we provide are listed below:
Living Trust * Private Annuity Trust * GRATs * Life Estate Trust * Life Insurance Trust * CRTs * Bypass Trust * Childrens' Gift Trust * Special Needs Trust * Spendthrift Trust
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| Wealth Accumulation |
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Real Estate:
Real estate transactions require coordination of complex strategies while strategically capturing maximum gains by use of tax deferred or tax advantaged vehicles. Our experience in understanding these strategies is completely deployed when acquiring or disposing of our clients' real estate. Some of the transactional and litigation services we provide are:
Transactional: 1031 Exchange Consultation (Forward or Reverse)
1031 TIC Placement
Commercial Lease Review
Real Estate Syndication Structuring
Mortgage Pool Syndications
Litigation: Fraudulent Conveyances- Partition Actions - Trespass
Lis Pendens- Quiet Title- Wrongful Foreclosure - Title Disputes
Boundary Disputes- Purchase Contract Disputes- Construction Defect
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Corporate Services: Our corporate services consist of providing clients with entity formation, selection and tax advantage services. Whether in need of forming an LLC, S-Corp, C-Corp, or Limited Partnership, we focus our attention on blending into each entity structure, maximum asset protection, growth and preservation transfer. Some of the structuring we use when preserving, growing or protecting our clients interest are as follows:
Stock Purchases
Asset Purchases
Business Installment Sales Contracts
Family Limited Partnership Trust
Buy- Sell Agreements
Life Estate Trust
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