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  • Home
  • Estate Planning
    • Last Will & Testament
      • Wills
      • Testator
      • Naming the Testator
      • Domicile Requirement
      • Legal Capacity
      • Beneficiaries
      • Executor Duties
      • Guardianship
      • Assets
      • Debts & Taxes
      • Attestation
      • Codicils
      • Probate Issues
      • WIll Legal Requirements
    • Power of Attorney
      • General POA
      • Durable POA
      • Limited POA
      • Medical POA
      • Springing POA
      • Financial POA
      • Parties Involved
      • POA Legal Requirements
      • POA Scope & Limitations
      • POA Uses & Applications
      • POA Creation Process
      • POA – Revocation and Termination
      • POA Legal Protections and Risks
      • POA International Considerations
    • Advance Health Care Directives
      • The AHD
      • Legal Framework of AHD’s
      • Directive Types
      • Stakeholders
      • Scope of Medical Decisions
      • Ethical and Religious Considerations
      • Registration and Accessibility
      • Public Policy and Education
      • Related Legal Instruments
    • Estate Tax Planning
      • Tax Planning
      • Lifetime Gifting
      • Trust Structures
      • Valuation Strategies
      • Marital Deduction Planning
      • Generation-Skipping Transfer Tax
      • Charitable Planning
      • Life Insurance Strategies
      • Compliance & Reporting
      • International Considerations
    • Business Planning
      • Business Succession Planning
      • Legal Structures
      • Succession Planning – Trusts
      • Corporate Formations
      • Tax Implications
      • Valuation Discounts
  • Trusts
    • Revocable Living Trusts
    • Other Types
      • Blind Trusts
      • Bypass Trusts
      • Charitable Trusts
      • Irrevocable Trusts
      • Life Insurance Trust
      • Testamentary Trusts
      • Grantor Retained Annuity Trust
      • QTIP Trusts
      • Qualified Personal Residence Trust
      • Dynasty Trust
      • Generation-Skipping Trusts
    • Trust Administration
    • Trust Litigation
    • Legal Framework of Trusts
    • Key Participants
    • Funding and Assets
    • Common Pitfalls
  • Probate
    • Probate Petition
      • Probate Court
      • Notice of Petition
      • Probate Hearing
      • Letters Testamentary
      • Letters Administration
    • Probate Administration
      • Case Management
      • Final Distribution and Closing
      • Roles & Responsibilities
      • Probate Court System
      • Specific Considerations
    • Inventory & Appraisal
    • Types of Probate
      • Key Parties
      • Probate Assets
      • Non-Probate Assets
      • Governing Law
      • Fees & Costs
      • Tax Implications
    • Probate Litigation
      • Contesting a Will
      • Intestate Succession Conflicts
      • Creditor Claims Disputes
      • Omitted Heirs and Pretermitted Children
      • Fiduciary Misconduct
      • Trust Litigation in Probate
      • Beneficiary Rights and Remedies
      • Elder Financial Abuse
      • Procedural Considerations
      • Remedies & Outcomes
      • Governing Legal Authorities
      • Jurisdictional and Venue Issues
    • Creditor Claims
    • Final Accounting
    • Final Distribution
    • Closing the Estate
    • Alternatives to Probate
  • Bankruptcy
    • Chapter 7
      • Credit Counseling
      • Means Test
      • Meeting of Creditors
      • Liquidation of Assets
      • Exemptions
      • Secured vs. Unsecured Debts
      • Student Loans and Taxes
      • Required Forms and Paperwork
    • Chapter 13 vs. Chapter 7
    • Chapter 13 Bankruptcy
      • Chapter 13 Bankruptcy Process
      • Ch. 13 Debt Plan
      • Mortgage Arrearages
    • Chapter 11 Bankruptcy
      • Chapter 11 for Individuals
      • Subchapter V
      • Bankruptcy Process and Timeline
      • Business Reorganization and Operations
      • Debtor-in-Possession
      • What Happens After Chapter 11
      • Lien Stripping and Cramdowns
      • Trustee and Creditors’ Committee
      • Lawsuits & Defense
    • Bankruptcy Fees
    • Client Profile
  • About Us
    • Clients Served
      • Individuals
      • Families
      • High Net Worth Clients
      • Professionals & Executives
      • LGBTQ+ Clients
      • Immigrant Clients
      • Complex Assets
  • Contact