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Services

Both in Kentucky or Florida, I make it my mission to help clients with their planning needs, whether estate, business or tax planning. I enjoy my work, and helping individuals, couples and business owners formalize their planning needs. I have had the benefit of working with and for some fantastic estate, business and tax attorneys over the course of my career, and learned how best to steer my clients from pitfalls. I regularly travel to Florida to meet and advise clients regarding their planning.

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My services include:

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Basic Estate Planning

  • Simple Wills

  • Durable Powers of Attorney

  • Health Care Surrogates 

  • Living Wills

  • HIPAA Designations

Complex Estate Planning

  • Revocable or Living Trusts

  • Irrevocable Trusts 

  • Irrevocable Life Insurance Trusts

  • Irrevocable Dynasty Trusts

  • Sales to Defective Grantor Trusts

  • Special Needs Trust 

  • Drug and Alcohol Abuse Planning

Advanced Tax Planning

  • Estate,  Gift, Generation-Skipping Transfer and Income Tax Planning, Including Income Tax Basis Reporting

  • Retirement Asset Planning 

  • Life Insurance Planning 

  • Wealth Transfer Planning 

  • Business Succession Planning

  • Asset Protection Planning

  • Charitable and Non-Charitable Gift Planning

  • Special Needs or Supplemental Needs Planning 

  • International Tax Planning and Tax Treaty Strategies

  • Nonresidential Alien Real Property Sales and FIRPTA Reporting

Trust and Estate Administration

  • Florida and Kentucky Probate, including Florida Homestead Planning, Etc.

  • Florida and Kentucky Trust Administration 

  • Tax and Business Planning in Probate

  • Creditor Resolution Strategies

  • Beneficiary Dispute Resolution Strategies

Tax Return Preparation

  • Estate and Gift Tax Returns, including Complex Generation-Skipping Transfer Tax Planning

  • Estate and Gift Tax Returns for Resident and Nonresident Aliens and Treaty-Based Return Positions

  • Kentucky Inheritance Tax Returns

Business Planning

  • Setup and Structure New Businesses

  • Advise Clients Regarding Business Planning, Goals, Tax Reporting and Ongoing Business Matters

  • Assist with Buy-Sell and Stock Restriction Agreements 

  • Negotiate and Prepare Commercial and Residential Leases

  • Negotiate, Consult and Assist with Business Sales and Purchases

  • Advise and assist with Franchise Agreements

Tax Controversy and Audits

  • Negotiate, Advise and Represent Clients regarding Federal and State Tax Audits, whether Estate, Gift or Income Tax Returns

  • Review Tax Returns

Fees

In working with you, I do as much as possible at a flat fee.  Hourly work and billing are also part of my practice.  I go out of my way to be upfront regarding pricing.   This is why I send all prospective clients a detailed engagement letter, delineating the cost, before beginning work. 

 

 

Planning Process

After our initial meeting but before we move forward, I will send your engagement letter, detailing cost and asking for a retainer.  Once a signed engagement letter and your retainer are received, I will prepare your drafts and mail or e-mail them to you.  You will review your draft documents, and then we will schedule a meeting to review them together, answer questions, etc.  After your documents are revised to reflect your changes we will schedule an appointment to execute your documents.  After executing your estate or business planning documents, you will be provided with scanned electronic copies for your records.  The originals will be available within one to two weeks of signing, for your safe keeping. 

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