Estate Planning

We assist our clients with the preparation of documents ranging from simple wills and living trusts to sophisticated estate tax planning and asset protection vehicles, such as family limited partnerships, irrevocable life insurance trusts, and charitable remainder trusts. We counsel our clients in the selection of the appropriate trustee for their family trusts and in determining the appropriate conditions for distribution of their wealth after their death. We also counsel many of our clients regarding appropriate pre-marital or post marital agreements that coordinate with their overall estate plans.



 
From the simple to the most complex transactions, we’ve looked to Bob to assist us with the negotiation and drafting of LLC operating agreements. His attention to detail, broad knowledge on corporate tax issues and his ability to prioritize and expedite have consistently yielded great results for us.
David Dewar, Principal, Trillium Residential, L.L.C.
Bob offers the perfect blend of an outstanding legal mind with a common sense approach toward tax, legal and estate issues. His uniquely refreshing approachable style of practice and humble personality provide a comfortable and easy environment to address any legal problem. Bob’s legal advice is a product of his strong intellect, vast experience and reasonable perspective, which has consistently led to positive experiences and excellent results for us.
Howard Luber, President, Southwest Skin Specialists, LTD
Bob's knowledge of tax and estate law combined with his intelligence,quick mind and superior negotiating skills has provided exceptional outcomes for us. Employing a straightforward communication style with prompt responses, Bob approaches challenges from multiple angles, analyzing all possible solutions before forming a strategy and moving forward. His counsel has been invaluable to us over the past five years.
Victoria McCarty, McCarty Enterprises, Inc.
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