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Estate Planning & Administration

Estate planning & administration is the practice of law dealing with the creation, protection and disposition of a client’s assets, during life, upon, and after death, in accordance with the law and the client’s desires after considering the tax and family relationship consequences of the client’s acts and wishes. It includes providing advice about donations, wills, trusts, life insurance, business arrangements and agreements, income and transfer taxes, the estate planning aspects of qualified and non-qualified plans and deferred compensation agreements, and other estate planning matters. It includes the preparation of simple and complex wills, donations, revocable and irrevocable inter-vivos trusts, business planning agreements, powers of attorney, advance directives, and other estate planning instruments.

Estate planning and administration also includes advising clients and handling matters related to the administration of estates, trusts, interdictions and tutorships, the probate of wills, determination of heirship, will contest and interpretation suits, and other proceedings related to the disposition of assets of a decedent, interdict or minor. It includes the preparation and review of United States estate tax and generation skipping transfer tax returns, estate transfer tax returns, federal gift tax returns, and legal representation before the Internal Revenue Service, the Department of Revenue and Taxation, and the Court in connection with tax returns and related controversies. It also includes issues affecting the elderly and disabled such as Social Security, Medicare, Medicaid, Veterans benefits, Special Needs Trusts, housing and other government benefits.

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