My areas of specialty include trust management, business planning, estate planning, and immigration.

  • Estate Planning
    • Estate planning allows control of your property while alive, planning for you and your loved ones in you become disabled, and the ability to give what you have when you want to who you want and how you want. Estate planning is not just for “wealthy” people. Quality estate planning is important for everyone.
  • Health Care Planning
    • Health care planning is important for while you’re alive and in the event that your become incapacitated or disabled. Health care planning includes documents like a Living Will, HIPAA, and Medical Power of Attorney and allows control over your health care decisions.
  • Probate
    • Probate refers to transferring the property of someone who has died to the heirs or beneficiaries, deciding if a will is valid, and taking care of the financial responsibilities of the person who died.
  • Trust Administration
    • Trust Administration occurs after the death of either or both grantors. The trustee then has the responsibility to administer the trust. This responsibility is great and proper administration is important to ensure that the successor trustees are protected.
  • IRA Trusts
    • An IRA Trust is a special type of trust that is designed to receive your IRA accounts for the benefit of your loved ones after your death.
  • Business Planning
    • Business planning involves forming your business, reviewing your annual, partnership, buy-sell, and asset purchase agreements, and leasing property.
  • Guardianship/Conservatorship
    • Guardianship: Courts are tasked with establishing guardianship, and they typically appoint guardians in instances of incapacity or disability. Suppose, for example, that a person is put into a coma from a car accident, this person is trusted to take care of the person while they are incapable of managing their own affairs. The person makes healthcare and other mostly non-monetary decisions for someone who cannot make these types of decisions because of an injury, illness, or disability.
    • Conservatorship: A guardian is appointed by a judge to manage the financial affairs and/or daily life of another due to physical or mental limitations, or old age.
  • Step-Parent Adoption
    • A stepparent who adopts agrees to become the legal parent and be fully responsible for his or her spouse’s child. After the stepparent adoption occurs, the noncustodial parent (the parent not living with the child) no longer has any rights or responsibilities for the child, including child support. In all stepparent adoptions, the consent of the other birth parent is required. If that other birthparent’s parental rights have been terminated due to abandonment, neglect, unfitness, or failure to pay child support, however, then that birth parent’s consent is not required.
  • Immigration
    • Naturalization is the process by which U.S. citizenship is granted to a foreign citizen or national after he or she fulfills the requirements established by Congress in the Immigration and Nationality Act (INA).