Estate Planning

It may be advisable to create a living trust to avoid a possible probate estate. Every situation is unique, but Scott’s experience in preparing wills, trusts, special needs trusts, health care and property powers of attorney, prenuptial agreements and many other estate planning documents allows him to tailor the estate plan to the particular needs of each client in the most cost effective manner possible.

Scott’s extensive tax background gives him the ability to devise sophisticated estate plans to minimize estate and income tax liability, including Irrevocable Life Insurance Trusts, and many other plans specifically intended to minimize taxes.

He also helps minimize the income and estate tax exposure of clients with large retirement plans or individual retirement account balances.