561-717-9777

ESTATE PLANNING

Estate Planning is the development of a plan for managing your (and your family’s) current and future affairs. Estate planning is needed for people of all ages because it addresses not only tax and financial issues, but also personal and healthcare decisions. All adults, regardless of age, marital status, wealth, and whether or not they have children, should have at least the following documents in place: Last Will and Testament, Durable Power of Attorney, Designation of Health Care Surrogate, and Living Will. Some individuals, depending on individual circumstances, may also need a Revocable Living Trust.​

 

PROBATE & TRUST ADMINISTRATION

Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries. In general, the decedent’s assets are used first to pay the cost of the probate proceeding, then are used to pay the decedent’s outstanding debts, and the remainder is distributed to the decedent’s beneficiaries.

 

BUSINESS TRANSACTIONS 

We assist clients in the initial formation, registration and structuring of their business entities. In particular, choosing what type of company you choose to form, from an LLC to a limited partnership to an S-Corporation, can make a difference in the taxation, growth and liability of your business. Furthermore, it is essential for business owners to document how the business should be managed, and we can assist with the preparation of Operating, Partnership, and Shareholder Agreements.  Additionally, we assist clients with business succession planning (including buy-sell agreements), the purchase and sale of businesses and business interests, as well as mergers and acquisitions.

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REAL ESTATE TRANSACTIONS

With years of experience, our team specializes in residential and commercial property transactions, title and escrow services, zoning and land use, lease agreements, and property evaluation services. Whether you're buying, selling, or managing property, we offer tailored solutions to ensure your transactions are smooth and secure.

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TAX LAW

We can help you plan your transactions in order to maximize tax benefits and avoid dangerous pitfalls. We provide counsel to individuals and organizations who are subject to tax laws around the world, including C corporations and S corporations, partnerships and limited liability companies, professional associations and sole proprietorships, trustees and executors, disregarded entities and tax exempt organizations.