How We Work With You
Foundation Estate Planning
- Last Will & Testaments
- Revocable & Living Trusts
- Health Care Powers of Attorney
Probate, Trust, & Estate Administration
- NC Probate & Estate Administration
- Collection of Assets & Negotiation of Debts
Elder Law
- Asset Protection
- Medicaid Claims & Application
- Long-Term Care Placement Issues
Protecting or Planning for Minor Children
- Guardianship Planning
- Testamentary Trusts
- Grandchildren Trusts
Special Needs Planning
- Government Benefits
- Special Needs Trusts
- Guardianship Planning
Individual Tax Planning
- Estate & Gift Tax Planning
- Income Tax Planning
- Business Income Tax Strategies
Asset Protection
- Asset Protection Trusts
- Liability Minimization Structures
- Asset Preservation Trusts and Entities
Comprehensive Estate Planning
- Estate & Gift Tax Planning
- Credit Shelter & Other Complex Revocable Trusts
How We Work With Your Business
Business & Corporate Planning
- Entity Formation: LLCs & Corporations
- Ownership Agreements & Protections
Professional Practice Planning
- Including Dentists, Doctors & Veterinarians
- Associate Contract Review & Drafting
Business Start-Up & Formation
- New Business Owner Advisory
- Entity Formation: LLCs & Corporations
Business Acquisitions & Sales
- Asset Purchases
- Equity Sale or Purchases
Trademark & Licensing
- Trademark Applications
- Licensing Agreements
Business Tax Planning
- Tax Minimization Strategies
- Organizational Re-Structuring
Contracts
- Buy-Sell Agreements Leases
- General Counsel Advisory & Standard Contract Services
Succession Planning
- Business Valuation & Strategy
Assistance Ownership Exit Strategies
