Schedule for free consultation:
(256) 798-0983
What We Do
We focus exclusively on two areas that affect families most directly: (i) working with our clients in the areas of multi-generational wealth transfers, trusts, wills, advanced health care directives, and probate administration and litigation; and (ii) guiding families and multi-family offices in matters involving corporate governance, acquisitions, and tax mitigation strategies. We engage with our clients and their accountants and financial advisors to prepare detailed, multi-generational estate planning. We advocate tenaciously for those going through probate litigation and other contested matters.
I take a personalized approach to estate planning, working closely with each client to understand their unique situation, goals, and concerns. This enables me to develop tailored estate plans that provide peace of mind and security. My experience includes the creation of living trusts, irrevocable trusts, and special needs trusts, as well as advising on charitable giving strategies and family business succession planning.
​
In addition to my technical skills, I prioritize clear communication and education, ensuring my clients fully understand their options and the implications of their decisions. My commitment to excellence and meticulous attention to detail have earned me a reputation for delivering high-quality legal solutions that stand the test of time.
​
Whether you're looking to establish a trust, plan for future healthcare decisions, or secure your family's financial future, I am here to provide the guidance and support you need to achieve your estate planning objectives.
​
​
Trusts
We construct tailored trusts, encompassing both revocable and irrevocable structures. Beyond asset protection, we integrate sophisticated tax mitigation strategies to optimize your legacy's preservation and growth.
Wills
Elevate your legacy with our comprehensive approach to estate planning. Our firm specializes in seamlessly integrating wills, trusts, and strategic asset protection. Entrust your family's future to a tailored plan that safeguards your assets and fulfills your unique wishes.
Advanced Health Care Directives
These are legal documents, including living wills and durable powers of attorney for health care, that ensure your medical preferences are respected if you become incapacitated. We work with you to make sure you consider all options, then we put a plan in place that communicates your health care choices effectively and legally.
Probate Administration
Probate administration involves managing the legal process of settling a deceased person's estate. This includes validating the will, inventorying assets, appraising property, paying debts and taxes, and distributing remaining assets to beneficiaries. We guide the executor through court procedures, ensuring compliance with state laws. We also represent parties in probate litigation. We strive to orderly transfer the deceased's assets, provide legal clarity, and ensure rightful inheritance while protecting against potential creditor claims.
Asset protection strategies
Discover peace of mind with our trusts practice, where asset protection takes center stage. We craft comprehensive trust structures, all fortified against potential creditors. Meticulous planning and strategic tax considerations characterize our approach.
Generational wealth transfers
We deploy cutting-edge strategies for seamless asset transition across generational lines, combining legal finesse with bespoke solutions. We include intangibles like family history, anecdotes, and values while weaving together the intricacies of intergenerational wealth transfer with precision and sophistication.