Recognized in Wyoming and throughout the Rocky Mountain region for expertise in estate planning. Estate Planning and Tax Planning My Casper, WY estate planning practice focuses on helping clients achieve comprehensive estate planning goals and to maximize participation in tax incentives. I provide counsel and representation from the most traditional level of estate planning to the most advanced level of tax-saving strategies. Basic Estate Planning - Wills
- Outright marital gifts
- Outright gifts to children
- Ancillary documents
- Durable or general powers of attorney
- Medical powers of attorney
- Living wills (medical directives)
- Determining a guardian for children
Intermediate Estate and Tax Planning - Pour-over wills
- Revocable management trusts (living trusts)
- Marital deduction trusts
- Qualified domestic trust (non-U.S. citizens)
- Credit shelter trusts
- Life insurance planning
- Beneficiary designations
- Irrevocable life insurance trust
- Split dollar purchase
- Crummey trusts
- Gifts to minors
- Education planning
- Direct gifts for medical and education expenses
- Retirement planning
- Beneficiary designations
- Estate administration
- Probate
- Liquidity and tax payment issues
- Domestic asset protection
- Prenuptial planning
- Tax planning for divorce
Advanced Estate Planning - Gifting Strategies
- Annual exclusion
- Lifetime exemption
- Partition
- Gift splitting
- Second-Generation Planning
- Generation-skipping transfer tax and exemption planning
- Dynasty trust
- Charitable Planning
- Charitable gifts
- Charitable remainder trusts
- Charitable lead trusts
- Private foundations
- Public foundations
- Supporting organizations
- Closely Held Businesses
- Succession planning
- Buy-sell agreements
- Estate Freezing
- Family limited partnerships
- Limited liability companies
- Grantor retained annuity trusts
- Sale to defective trusts
- Installment sales
- Private annuities
- Qualified personal residence trust
- Close LLCs
Business Planning and Formation The form of business chosen for a business entity potentially affects every aspect of its operations. I assist clients in formation and business planning in the decision of whether they want to operate as a closely held business, limited liability company, partnership, or corporation. I advise our clients about directors' and officers' liability, dissolution, franchising, reorganization, trade association membership and activity, joint ventures, mergers, acquisitions, divestitures, business successions, and shareholders' rights. Real Estate I provide a full range of real estate services to commercial and individual clients. I represent developers, owners, property managers, tenants, financial institutions and investors in all types of disputes, including those arising from: - Acquisitions
- Sales
- Brokerage commissions
- Construction contracts
- Foreclosures
- Landlord-tenant
- Leases
- Property management
- Adverse possession
- Boundaries
- Easements
- Rights of way
- Eminent Domain or Condemnation
The estate planning lawyer you choose makes a difference. Contact my law firm today and let my experience work for you.
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