Estate Planning
Estate planning assures that you, your dependents, and your assets are always cared for as you wish. The right plan can relieve the burden on your loved ones after you are gone and make the most of the gifts you are able to pass on to them. As an expert in estate planning law, I can match every client to the strategies that best fit their needs. My comprehensive services include:
General Estate Planning
Wills, revocable living trusts, durable powers of attorney, patient advocate, and HIPAA consents
Trust strategies designed for asset protection, succession planning, and minimizing tax exposure
Non-trust strategies such as family limited partnerships or LLCs
Strategies to minimize tax effects on retirement plans and other tax-deferred assets
Real estate strategies to avoid or limit exposure to property tax uncapping, loss of principal residence exemption, gift tax, estate tax, or generation-skipping tax
Charitable planning to accommodate philanthropic goals
Coordinating beneficiary designations on life insurance, retirement plans, and annuities
Probate & Trust Administration
Education on the processes and timelines involved in trust administration
Preparation and filing of court documents
Post-mortem tax planning to minimize or defer taxes
Guardianships/Conservatorships
Securing future care for minors and incapacitated or disabled adults
Litigation of disputes
Will & Trust Dispute Litigation
Fiduciary claims and defense
Asset protection
Resolving family disputes
“When I made the leap from working with non-profits to establishing our own 501c3, Wendy made the process clear, addressed our concerns, and pulled from years of experience. We would recommend her to anyone who needs perfection with compassion. ”
Tax-Exempt & Non-Profit Organizations
Non-profit corporations, charitable trusts, and unincorporated associations have their own particular set of guidelines and challenges to navigate. With two decades of experience serving public charities, private foundations, private operating foundations, social clubs, business associations, political organizations, and many others, I bring valuable guidance to help them get started, overcome hurdles, and succeed. My tax-exempt law services include:
Strategies on choosing the best type of entity
Guidance in setting up these entities and obtaining tax-exempt status
Education on best practices for operation, filing, and policy requirements
Advice on governance and control
Strategies for consolidations and mergers
State filing, licensing and compliance procedures for sales tax and fundraising
Group ruling strategies
Education on political activity limitations
Strategies for receiving and retaining investment assets while eliminating or reducing excise tax and unrelated business income tax effects