In any legal discipline the most important aspect is understanding and adequately determining the client’s needs. This is particularly true in estate planning. If you do not take an active role you could allow the government, your local jurisdiction or the IRS to dictate the results for you.

I have experience drafting documents including simple wills, wills with testamentary trusts, living trusts, etc. I also have experience in probate, where disputes emerge due to concerns about the distribution of funds from an estate.

You may have many questions such as whether a durable power of attorney or health care surrogate is necessary? I am here to assist with those questions.