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ESTATE PLANNING
AND PROBATE
My firm assists clients in developing plans for the disposition of their
estates after death and for the perpetuation of family businesses. My
firm assists clients in developing plans for the management and use
of assets during the individual's lifetime. After a death has occurred,
my firm represents personal representatives in settling estates and
assists clients in making various elections for estate and income tax
purposes. If a trust is involved, my firm provides advice to trustees
with regard to the performance of their duties as trustees and their investment,
tax, and accounting responsibilities
CORPORATIONS & BUSINESSES
When starting a business, my firm will advise you on the selection of the proper
business form. For current businesses, my firm will assist you with various business
transactions. In regards corporate governance, my firm provides behind the scenes
assistance with corporate secretarial services such as drafting and proofreading minutes
of meetings. When appropriate, my firm will represent your business in matters of civil
litigation.
REAL ESTATE
Whether it’s your home, investment or business property, my firm
represents individuals, families, and business in the negotiation, purchase,
sale, exchange or lease of real property. My firm will advise you on
the form of ownership that meets your needs and as well as any income
tax ramifications resulting from your transaction. As a title insurance
agent, I have access to resources which may expedite matters if complications
arise. As a licensed loan originator through my affiliation with Capital Funding Corporation, I can make sure you get the mortgage products best suited to your particular circumstances, and ensure your transaction closes with no surprises.
TAX LAW
Tax planning and estate planning are important considerations for individuals
and businesses.
Depending on your individual circumstances, through careful planning you
may legally minimize your tax liability for yourself, your business, or
your estate. You should not pay any more taxes than you are legally obligated
to, whether the tax is on your income, gifts or your estate. It’s
also important to recognize that paying taxes is a legal obligation. Ignorance
of the law is no excuse especially to the IRS. Having competent legal
and tax counsel makes for good business sense.
CRIMINAL LAW
My firm will defend you when on those rare occasions criminal charges
are brought against you or a member of your family. As an assistant public
defender, I defended numerous clients in misdemeanor matters including
DUI and traffic offenses. My firm will defend you in non-traffic cases
as well. My firm has successfully represented clients. My firm will
conduct investigations, interview witnesses, research the latest law,
draft appropriate motions, and represent you in hearings and trials.
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