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What To Bring To First Meeting

Items For New Clients to Assemble Before Initial Meeting on Estate Planning Prepare list of family members (names, dates of birth, current addresses) Prepare list of your major assets–giving simple description, approximate current value, current ownership and...

Estate & Trust Disputes

In a perfect world, Trustees and Personal Representatives would carry-out their duties with absolute fidelity and good sense.  Similarly, heirs and beneficiaries would never gripe about inheritance matters.  Unfortunately, in the real world disputes arise when...

On-Call Outside Counsel

We want to be members of your business team.  For many businesses the most cost-effective way to gain access to strategic legal advice is to retain us as Outside General Counsel.  As Outside General Counsel, we manage the legal aspects of businesses, answer legal...

Non-Profit ≠ Tax-Exempt

Most people assume that all non-profit organizations are naturally and automatically tax-exempt.  That is false.  Moreover, people often erroneously assume that donations to non-profit or tax-exempt organizations are tax deductible charitable contributions.  That,...

Maintain The Course

Non-profit and tax-exempt organizations are subject to complex laws and tax regulations to maintain their tax-exempt status.  In addition, proper documentation must be kept, procedures must be followed, and tax returns must be properly prepared and filed.  We allow...