Estate Planning
Wills, trusts, powers of attorney, healthcare directives, and comprehensive planning to protect your family, assets, and wishes.
Trust Planning
Revocable and irrevocable trusts, trust funding, amendments, and customized planning to meet your family's needs and long-term goals.
Advanced Estate Planning
Estate and gift tax planning, wealth transfer strategies, lifetime gifting, and planning for complex estates, including strategies designed to minimize potential estate tax exposure and preserve wealth for future generations.
Premarital & Marital Agreements
Drafting and reviewing premarital and postmarital agreements addressing property rights, separate assets, financial arrangements, and planning considerations for blended families and family businesses.
Business Formation & Succession
Formation of LLCs, corporations, and other business entities, including operating agreements, bylaws, and organizational documents. Succession planning for business owners, farmers, and ranchers, with an emphasis on ownership transfers, tax considerations, and preserving family businesses.
Probate & Trust Administration
Guidance for personal representatives, trustees, and beneficiaries navigating probate proceedings, trust administration, and the transfer of assets after a death.
Planning That Works Together
Estate planning often intersects with tax, financial, insurance, and business planning. With an LL.M. in Taxation from the University of Denver, I bring a tax-aware perspective and work collaboratively with a client's other professional advisors when appropriate.