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Advising high net worth individuals with regards to estate planning and estate tax avoidance. Advising individuals about tax savings strategies and probate avoidance. Counseling blended families, non-married couples and others about optimum estate planning options. Counseling individuals and families about Guardianships and Conservatorships matters. Counseling shareholders in closely-held and family businesses about succession planning. Advising individuals about charitable giving and planned giving strategies. Counseling Trustees and other fiduciaries about probate and trust administration, tax matters and probate litigation. Advising families about post-mortem tax and estate planning. Representing beneficiaries of estates and trusts. Advising individuals about premarital planning, including prenuptial agreements. REPRESENTATIVE CLIENTS Individuals, couples and non-married couples Multi-generational families Trustees and Personal Representatives Shareholders and Members of closely-held businesses Nonprofit corporations Identity Source LLC Marx Layne & Company Target Steel, Inc.
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