AREAS OF FOCUS
A primary focus of our practice is
providing sophiscated yet understandable strategies for estate planning, gift planning, and the transfer of family-owned property and businesses. We have extensive experience in drafting wills, trusts, powers of attorney and other estate planning documents. Our priority has always been to provide strategies tailored to the objectives of our clients.
Through Coastal Title Company, we provide comprehensive legal services on real estate issues. From title examination, title insurance and closing services to the drafting and negotiation of real estate contracts and boundary disputes, we can identify and address issues to get you to closing as efficiently as possible.
We provide our corporate clients with a wide range of services, from formation of corporations or LLCs to assistance with the purchase or sale of a business. In our capacity as corporate clerk or registered agent to more than 30 businesses throughout the state we also provide counsel on corporate governance issues.
Trust & Estate Administration
We have served as Trustee for many clients, navigating them through the complexities of developing and managing their estates and/or trusts. We have extensive experience in assisting with the probate of estates large and small. We also work regularly with investment advisors and certified public accountants to prepare estate and fiduciary tax returns.
As our population ages and life expectancy continues to increase, planning for the care of our elderly clients has become a central part of our practice. We pride ourselves on providing counsel that goes beyond 'legal' advice to focus on the issues that need to be addressed. We help our clients anticipate future needs through necessary documents such as powers of attorney or health care directives, but we also go the extra mile by assisting with evaluating financial products such as reverse mortgages, long-term care insurance and annuities.