|
Chair
Timothy O. Davis
|

|
| Practice Overview
Our Estate Planning practice provides legal services to individual clients and their businesses. We have extensive experience in all aspects of estate planning and are uniquely qualified to assist clients in creating estate plans that provide for the control, maintenance and disposition of their assets and insure that the estate planning objectives of the client are carried out.
|

|
Specific Matters Handled
Estate, Income, & Gift Tax Planning |
|
- Wills
- Powers of Attorney
- Health Care Directives
- Testamentary Trusts
- Revocable (Living) Trusts
- Irrevocable Trusts
- Irrevocable Life Insurance Trusts
|
- Charitable Trusts
- Family Limited Partnerships
- Family Holding Entities
- Supplemental and Special Needs Trusts
- Medical Assistance Planning
- Disability Planning
- Estate & Gift Tax Plans
|
| Estate Administration
|
|
- Probate Proceedings
- Trust Administration
- Guardianships & Conservatorships
- Estate & Trust Litigation
|
- Preparation and Filing of Gift, Estate, and Fiduciary Tax Returns
- Post-Mortem Planning
|
| Asset Preservation
|
|
- Ownership of Assets
- Maximizing Investment Return
- Protecting Assets
- Higher Education Funding Strategies
|
- Pre-Marital and Post-Marital Agreements
- Retirement Planning
- Long Term Care & Disability Planning
|
| Personal & Business Succession Planning
|
|
- Business Entity Selection and Creation
- Corporate Governance
- Business Succession Planning
- Buy-Sell Agreements
|
- Purchase/Sale of Business
- Shareholder Control Agreements
- Corporate Minutes
|

|
ARTICLES 08.25.08 TAX PROPOSALS OF THE PRESIDENTIAL CANDIDATES 07.16.08 FAMILY LIMITED LIABILITY COMPANY: INSIGHT AND ROADMAP 06.24.08 ESTATE PLANNING AFTER DIVORCE |