Related Services

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In addition to (or, more accurately, as part of) our core trust and estate practice, we regularly help clients in certain related areas of law: 

We frequently assist clients with legal aspects of various types of real estate transactions. Examples of the work we do include:

• Preparing or reviewing purchase and sale agreements
• Preparing co-ownership agreements
• Advising on intra-family transaction structure options (purchase/sale, gift, loan, etc.)
• Preparing promissory notes and deeds of trust for secured loan transactions
• Providing counsel and assistance on property tax matters

We have assisted many of our trust and estate clients with the establishment and maintenance of closely-held business entities such as partnerships, LLCs and S-corporations, etc. We regularly advise and assist on matters such as:

• Choice-of entity decisions
• Entity formation
• Governing documents
• Buy-sell agreements
• Entity conversions (state-to-state, change of form, etc.)  

Many trust and estate attorneys refer clients to CPAs or other professionals when complicated tax issues arise. We regularly handle challenging tax matters ourselves. (In fact, a handful of accountants turn to us for assistance from time to time.)

• We often prepare gift and estate tax returns for our clients, and we are equally happy to provide whatever advice or assistance may be needed when a client's accountant is preparing the returns.
• Although we generally don't prepare Form 1041 (fiduciary income tax returns) ourselves, we do frequently help answer technical questions about the income taxation of trusts and estates.