I provide legal guidance to clients in the following areas: 1) Ensuring your family and loved ones are taken care of during your life and after your death (Estate Planning); 2) Helping you protect your assets in the event of a lawsuit (Asset Protection);3) Transferring assets after the death of a family member or loved one (Trust and Probate Administration); and 4) Representing your interest as trustee, beneficiary or heir after the death of a family member or loved one (Trust and Estate Litigation).I advise clients on all aspects of estate planning, from basic estate plans to avoid probate (trusts, wills and powers of attorney), to more sophisticated estate plans to avoid estate taxes and protect assets from creditors (NAPTs, BDITs, IDGTs, QPRTs and CRTs). My clients range from young professionals beginning their career and starting a family, to mulit-millionaire business owners that seek asset protection and business succession planning for the next generation.Modern Wealth Law focuses exclusively in the areas of estate planning, probate and related litigation, including: drafting estate planning documents, such as wills, trusts and powers of attorney; advising clients on both probate and trust administration; preparing accountings for estates and conservatorships; and handling all aspects of trusts and estate litigation, including petitions, objections, depositions, related discovery motions, motions for summary judgment/adjudication and trial. Specialties: Estate Planning; Probate; Trust Litigation
Listed skills include Estate Planning, Trusts, Wills, Estate Law, and 17 others.
