Counsel private individuals on creation of private foundation for foreign charitable activities.
Counsel public charities about securing and retaining tax exempt status, including compliance issues.
Provide various services to help qualify and organize nonprofit clients, including drafting articles and bylaws.
Advise nonprofit clients of governance and regulatory issues.
Counseling Trustees and other fiduciaries about probate and trust administration, tax matters and probate litigation.
Counseling individuals and families about Guardianships and Conservatorships matters.
Representing corporate trustees and other fiduciaries in probate and trust litigation.
Representing beneficiaries of estates and trusts.
Advising blended families and others about optimum estate planning options.
Drafting specialized estate plans for married couples, unmarried couples, individuals, and high net worth clients that achieve client goals; including probate avoidance, end of life care and life-sustaining treatment, and charitable giving.
Representing charities with respect to fund raising and contested proceedings concerning charitable gifts under trust instruments and wills.