I identify, research, analyze and resolve diverse federal and state tax matters for individuals and businesses; research, design and implement tax-oriented estate planning strategies, including complex wills and trusts; research, draft and implement deferred compensation strategies; assist clients with probate estate administration, develop
post-mortem estate planning strategies
If the person has died, I assist with Probate, and identify and help resolve issues with the Probate of Wills, the Administration of Estates, and the Administration of Trusts.
I especially like helping to resolve related controversies, either representing the Trustee / Executor, or the beneficiary(ies).