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Practice Areas

PracticeAreas

Real Estate Law

  • Residential Sales and Purchases, Commercial Sales and Purchases, Zoning and Subdivision Issues
  • Leases
  • Landlord/Tenant
  • Tax Planning with Real Estate (Residential, Business, Investments and Development)
  • Title Examinations
  • Real Estate Closings and Refinances
  • Installment Sales/Private Annuities
  • Tax Deferred Exchanges of Investment and Business Real Property

Retirement Planning and Employee Benefits

  • Profit Sharing Plans, including Age-Based Profit Sharing Plans and Cross-Tested Profit Sharing Plans
  • 401(k) Plans including 401(k) Safe Harbor Plans
  • Target Benefit Plans
  • Defined Benefit Plans
  • IRAs, including Roth IRAs
  • Cash Balance Plans
  • SIMPLIFIED Employee Pensions (SEP)
  • Distribution Planning
  • Cafeteria Plans
  • Administration of Retirement Plan, including Form 5500 Filings
  • Medical Insurance Plans & Medical Reimbursement Plans
  • EPCRS Compliance
  • Qualified Domestic Relation Orders (QDROs)
  • Longevity Award Plans
  • Applications for Prohibited Transaction Exemption
  • Qualified Domestic Relation Orders (QDROs)

Non-Profit Organizations

  • Organization/Incorporation
  • Tax-Exempt Qualification
  • Charitable Gift Planning
  • Preparation and Filing of IRS Forms 1023,1024 and 990, etc.

IRS Audit and Tax Controversy Matters Including Collection Matters

  • Audit Representation and Negotiation
  • Administrative Appeals
  • Collection, including Offers in Compromise and Installment Agreements
  • Independent Contractor versus Employee Status Issues
  • Employment Tax Liability
  • VA Sales and Use Tax Disputes

Income Tax Planning and Income Tax Return Preparation

  • Sale of Assets/Gift of Assets
  • Investment Strategies, Tax Deferred Exchanges
  • Choice of Entity
  • Retirement Plans & Other Employee Benefits
  • Use of Trusts
  • Section 529, College Tuition Plans
  • Income Tax Return Preparation for Individuals, Partnerships, and Corporations
  • Moving to a state with no state income taxation

Health Law

  • Represent Physician Practices – Provider Agreements, Managed Care Negotiations, Compliance Plans
  • Employment Agreement
  • Practice Buy-Sell Agreements
  • Practice Mergers and Divisions
  • Business Compliance with Affordable Healthcare Act

Estate Planning

  • Wills and Trusts
  • Power of Attorneys
  • Medical Directives
  • Revocable “Living” Trusts
  • Irrevocable Life Insurance Trusts
  • Evaluation of Life Insurance Products
  • Analysis of Long Term Care Insurance
  • Qualified Domestic Trusts (QDOTs) for Non-Citizen Spouses
  • Life Estates-Where to Use and Where Not
  • Charitable Remainder and Charitable Lead Trusts
  • Private Annuities
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Resident Trusts
  • Family Limited Partnerships
  • Limited Liability Companies
  • Asset Protection Strategies
  • Use of Property Valuation Rules to Minimize Estate and Gift Taxes
  • Selection of Executors
  • Selection of Trustees
  • Selection of Investment Advisors
  • Selection of Trust Advisors & Trust Protectors

Estate and Tax Planning for the Farmer

  • Proper choice of entity
  • Dividing a Farm Operation
  • Use of Special Farm Valuation Rules Under IRC Section 2032A
  • Transferring the Farm to the Next Generation
  • Minimizing Social Security Taxes
  • Employing Your Children Under Age Twenty-One (21)
  • IRC Section 119 Income Tax Exclusion for Meals and Lodging
  • Tax Deferred Exchanges
  • Purchase and Sale of a Farm Operation
  • Conservation Easements
  • Crop Share Leases

Estate Administration

  • Probate: Qualification of Executor/Administrator
  • Commissioner of Accounts Filings
  • Federal and State Income Tax Returns of Estates and Trusts
  • Use of Valuation Rules to Minimize Estate Taxes
  • United States Estate Tax Returns, Form 706
  • Filing Federal Estate Tax Returns and Electing Portability for Surviving Spouses

Employment Law

  • Employment Contracts; including, non competes and non interference agreements
  • Employee Manuals
  • Discrimination Laws
  • Family and Medical Leave Act

Elder Law

Elder and Special Needs Law are specialized areas of law that involve representing, counseling, and assisting seniors, people with disabilities, and their families in connection with a variety of legal issues, from estate planning to long term care issues, with a primary emphasis on promoting the highest quality of life for the individual through coordinated use of individual assets and government benefits while reserving assets for the next generation where appropriate. Typically, Elder and Special Needs Law attorneys address the client’s perspective from a holistic viewpoint by addressing legal, medical, financial, social and family issues.

  • Medicaid Eligibility
  • Disability Planning
  • Guardianship
  • Long-term Care Insurance Evaluation
  • Related Estate and Financial Planning
  • Custodial Arrangements
  • Special Needs Trust
  • Caregiver Agreements
  • Asset Preservation Planning
  • Use of Life Estates

Business and Professional Tax and Estate Planning

  • Choice of Business Entity
  • Formation of Corporations, Partnerships, and Limited Liability Companies
  • Buy-Sell Agreements
  • Employee Contracts
  • Negotiation of Purchase or Sale of a Business
  • Non-Compete Covenants
  • Amortization of Intangible Costs in Business Acquisitions
  • Creditor Protection through use of Property Ownership, Retirement Plans and Trusts
  • Commercial Transactions
  • Integrated Health Care Law Issues, including Anti-Trust Issues and Review of Provider Contracts
  • Medical Practice and Other Business Valuations
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