Estate Planning and Administration

Estate planning and administration are at the heart of John’s practice. John regularly serves clients with assets ranging from thousands to millions of dollars.

Estate Planning

John begins the estate planning process by reviewing each client’s family history, finances, assets, lifestyle, and desires for gifting. He discusses, as needed, the following options to achieve each client’s goals:

  • Wills
  • Trusts
    • Testamentary Trusts
    • Revocable Living Trusts
    • Irrevocable Trusts
  • Beneficiary Designations
  • Codicils and Amendments
  • Lifetime and Charitable Giving

John also offers related services that are sometimes described as Elder Law:

  • Power of Attorney
  • Guardianship and Conservatorship 
  • Long-Term Care and Medicaid Planning
  • Advance Directives

Estate Administration

  • Probate
  • Small Estate Proceedings
  • Advising Trustees
  • Tax Filings

Business Transactions

John helps clients navigate the law to meet their business objectives. He tends to view business transactions holistically, from a “big picture” standpoint, while at the same time advocating for his clients’ unique interests.

  • Choice of Entity and Entity Formation
    • Corporation, LLC, Partnership
  • Owners’ Agreement
    • Shareholder, Operating, or Partnership Agreement
  • Corporate Maintenance and Formalities
  • Contingency Planning
    • Buy-Sell Agreement
  • Business Exits
    • Asset Sale or Stock Sale
    • Merger
  • Succession Planning