Estate Planning includes the preparation of wills, revocable living trusts, irrevocable trusts, generation-skipping tax planning, marital property agreements, powers of attorney for financial management, health care powers of attorney, living wills, and HIPAA authorization and waivers.
Estate Administration is the court-supervised process of distributing assets owned by a deceased person according to his or her will. Additional services include preparing the final income tax returns, collecting the death benefit of life insurance, and transferring retirement benefits to the named beneficiaries.
Trust Administration is acting as the trustee or providing legal advice to the trustee in regard to the management, administration, and distribution of the trust assets.
Probate is serving as the personal representative or providing legal advice to the personal representative in regard to the provisions of a will. Often this requires filing documents with the deceased person's county court.
New Business Entity Formation includes the formation of limited liability companies, partnerships, associations, non-profit organizations, and subchapter-S corporations.
Tax and Insurance Planning includes designing transactions and asset ownership using documents to reduce, minimize, or eliminate gift, inheritance, estate or other transfer taxes.