ESTATE PLANNING:
Complimentary Estate Planning Review
Wills, Trusts, & Ancillary Documents
IRA Beneficiary Trusts
Special Needs Trusts
TRUST ADMINISTRATION:
Complimentary Trust Administration Review
Sub-trust Administration
Appointment & Acceptance of Trustee
Statutory Notice to Beneficiaries
PROBATE:
Court Document Preparation & Filing
Notice to Creditors
Personal Property Affidavit
Real Property Affidavit
BUSINESS FORMATION:
Limited Liability Corporations (LLC)
Professional Limited Liability Corporations (PLLC)
Operating Agreements
Buy/Sell Agreements
CHARITABLE PLANNING:
Complimentary Charitable Planning Review
Charitable Remainder/Lead Trusts
Endowment & Planned Giving Consulting
Donor Advised Funds