Site Index

Site Index

* = see bottom of page for more information

General Information	Supported Organizations
Meet our Attorneys	Speaking Engagements
History	Privacy Policy

Areas of Practice

Estate Planning	Real Property Transactions
ERISA and Related Litigation	Appraisals and Discount Appraisals
Estate and Trust Administration	Tax Controversy
Business and Corporate Law
Self-Directed IRAs and Traditional IRAs

Newsletters/Articles/Tax News

August 2009 Newsletter*
July 2009 Newsletter*
March 2009 Newsletter*
January 2009 Newsletter*
December 2008 Newsletter*
October 2008 Newsletter*
June 2008 Newsletter*
May 2008 Newsletter*
April 2008 Newsletter*
March 2008 Newsletter*
January 2008 Newsletter*

Estate Planning

Basic Estate Planning	Sophisticated Estate Planning
History of transfer taxes *	FLPs/LLCs *
Who needs estate planning? *	FLP Booklet *
What is a living trust? *	GRATs *
Tax Minimization for Couples *	QPRTs *
Estate Planning for Individuals*	Intentionally Defective Grantor Trusts (Under Construction) *
Family Information Booklet*	Charitable Trusts *
Life Insurance Trusts *	Private Foundations *
Generation skipping *
Planning for Blended Families *
Total Return Trusts *
Required Minimum Distributions *
Advance Health Care Directive Questionnaire*

Asset Protection

Business Protection Trusts *

Trust Administration

What to do if a death occurs *	Duties of a Trustee *
Is Your IRA Beneficiary Designation Good Enough? *	Uniform Prudent Investors Act *

Tables and Tools

Client Information Booklets *	Married Client Information *
Estate Tax Calculator	Estate Tax Rates
Required Minimum Distributions	AFRs Table
Give the Politicians Your View	Inflation adjustments

Other

Links	FAQ
Contact Us	Search

* In order to view some of these documents, you will need the free Adobe Acrobat Reader. Click here to get the plug-in.

| Home | About our firm | Areas of practice | Articles | Tables and tools | Links |
| FAQ's | Contact us | Site index | Search |

Site by Nicholina Design