Services

We are a law firm specialized in tax, business, and estate planning only. It has been our philosophy throughout life that if you want quality work, you need to see someone who knows what they are doing. At the current time, the Internal Revenue Code and Treasury Regulations cover over 10,000 pages. In addition there are countless Rulings and Tax Court cases that interpret the Code and regulations. When you consider that each state has additional thousands of pages of laws, rules and regulations, you need to know that your choice of attorney is familiar with them and can implement a plan that considers each aspect in your favor.
Much the same way that the medical profession has specialized, you will see the legal profession specialize. Gone are the days when your country doctor that made housecalls will treat your heart attacks. So too are the days past where someone should feel comfortable that lawyer who did Uncle Fred’s divorce can fully comprehend the thousands of intricate details needed to ensure your wishes are effectively drafted and conveyed to your future generations.
Our firm just focuses on these areas of law, so you can rest assured that you are in the best hands when it comes to your business, tax, or estate planning.
We specialize in the following areas of law:
  • Living Trusts
  • Tax-planning Trusts
  • Wills and Estate Planning
  • Probate and Guardianship
  • Elderlaw and Governmental Benefits Planning
  • Disability Planning
  • Business Planning
  • Tax Planning
  • Trust and Tax Controversy/Resolution
Although this means that we cannot be a “full-service” firm if you need help with a divorce or if you are having issues with criminal charges, it does mean we are dedicated to helping you avoid those issues through proper planning. It also means that you will receive up-to-date advice and planning from someone who doesn’t need to study numerous other areas of law or have to put your planning aside while a court case takes priority.
In addition, by limiting practice areas, we ensure our clients are people with whom we want to be associated. If you come by the office with your grandmother and wait in our waiting room, there is no chance you will have to sit next to an individual there trying to dodge drug charges. You can leave secure information with us and not have to worry that the next person in the office is an identity thief.  As Sir Arthur Conan Doyle said, “The little things are infinitely the most important.” We strive to meet that standard so you are secure in your belief of us.
We specialize in the following areas of law:
  • Living Trusts
  • Tax-planning Trusts
  • Wills and Estate Planning
  • Probate and Guardianship
  • Elderlaw and Governmental Benefits Planning
  • Disability Planning
  • Business Planning
  • Tax Planning
  • Trust and Tax Controversy/Resolution
We also do the following work, ancillary to our specialties:
  • Tax return preparation
  • Funding Instructions for Trusts
  • Title Opinions
  • Title Research
  • Oil & Gas Contracts
  • Deeds and Transfer Documents
  • Buy/Sell Agreements