Member of the New Hampshire Bar Association since 1993, Martindale-Hubbell AV rated attorney, with over 14 years of experience in the area of trusts and estates. Actively engaged in the areas of estate planning, estate and trust administration, federal and state transfer (estate, gift and generation-skipping) taxation and federal and state income (personal and fiduciary) taxation. Experience includes all phases of administration of estates and trusts; representing beneficiaries and fiduciaries in estate and trust matters; serving as the fiduciary for estates and trusts; formulating estate plans, drafting the necessary documents and assisting the client with the implementation of the client's estate plan; post-mortem tax planning; preparation of federal and state personal, fiduciary, estate, gift and generation-skipping transfer tax returns; and representing clients in estate and gift tax return audits.
Types of estate planning documents drafted include wills, revocable probate avoidance trusts with and without federal estate and generation-skipping transfer tax planning, durable powers of attorney, health care directives, irrevocable life insurance trusts, qualified personal residence trusts, minor's trusts, charitable remainder trusts, limited liability companies and family real estate trusts. Member of the New Hampshire Bar Association since 1993, Martindale-Hubbell AV rated attorney, with over 14 years of experience in the area of trusts and estates. Actively engaged in the areas of estate planning, estate and trust administration, federal and state transfer (estate, gift and generation-skipping) taxation and federal and state income (personal and fiduciary) taxation.
Experience includes all phases of administration of estates and trusts; representing beneficiaries and fiduciaries in estate and trust matters; serving as the fiduciary for estates and trusts; formulating estate plans, drafting the necessary documents and assisting the client with the implementation of the client's estate plan; post-mortem tax planning; preparation of federal and state personal, fiduciary, estate, gift and generation-skipping transfer tax returns; and representing clients in estate and gift tax return audits. Types of estate planning documents drafted include wills, revocable probate avoidance trusts with and without federal estate and generation-skipping transfer tax planning, durable powers of attorney, health care directives, irrevocable life insurance trusts, qualified personal residence trusts, minor's trusts, charitable remainder trusts, limited liability companies and family real estate trusts.