Guardianships / Conservatorships – Temporary or Permanent
Over Persons (Minors or Adults)
Over Property
Estate and Trust Administration
Probate Administration of Wills (Formal and Summary)
Administration of Trusts
Estate Planning
Wills
Trusts
Powers of Attorney
Health Care Surrogate Designations
Living Wills
Declaration of Preneed Guardian
Advice and Funding of Trusts to Minimize Probate Administrations
Probate and Trust Litigation
Will Contests
Breach of Fiduciary Duty
Probate Fraud
Beneficiary Rights
Abuse of Power of Attorney
Last Will and Testament Disputes
Undue Influence Claims
Lack of Mental Capacity (Testamentary Capacity)
Removal of Personal Representative and/or Trustee
Failure to Make Proper and Timely Distributions
Improper Investments
Self Dealing
Excessive Trustee Compensation
Interpreting Ambiguous Trust Provisions
Tax and Business Succession Planning
Family Limited Partnerships
Limited Liability Corporations (LLCs)
Life Insurance Trusts
Qualified Personal Residence Trusts
Complex Generation-Skipping Transfer Planning, Including Testamentary and Intervivos Generation-Skipping Transfer Tax Trusts
Annual Gifting to Minimize Estate and Gift Taxes
IRA Planning
Minimum Distribution Planning
Optimizing Distributions for IRAs to Beneficiaries, Including Trust Beneficiaries
Post Mortem Tax Planning
Income Tax Planning for Estates and Trusts to Minimize Taxes
Advice and Recommendations for Optimal Positions on Federal Returns
Handling of IRS Estate Tax Audits and Appeals
Charitable Giving
Charitable Remainder Trusts
Charitable Lead Trusts
Advice on Charitable Gift Annuities and Other Charitable Gifts
Formation and Administration on Charitable Foundations (Family Foundations)
International Tax and Estate Planning
Taxation of Non-Resident Beneficiaries of U.S. Trusts
Estate Planning for Persons with Assets in Foreign Countries
Qualified Domestic Trusts for Non-Resident Spouses
Business Organizations
Choice of Business Entity
Limited Liability Corporations
Corporations
Partnerships
Non-Profit Organizations
Advice on Formation and Management
Tax Policy and Private Inurement
IRS CIRCULAR 230 DISCLOSURE:
Please note that the views expressed herein or in any attachments hereto
are not intended to constitute a "reliance opinion" under applicable
Treasury Regulations and, accordingly, are not intended or written to be
used, and may not be used or relied upon, for the purpose of (i)
avoiding tax-related penalties that may be imposed by the Internal
Revenue Service, or (ii) promoting, marketing, or recommending to
another party any tax-related matters addressed herein.
NOTICE: Transmission of an e-mail inquiry,
making a telephone inquiry, or having a preliminary communication of any
kind with The Law Office of Kurt D. Panouses, P.A. does not give rise
to an Attorney-Client relationship. An Attorney-Client relationship will
exist only when the Attorney and Client have both signed the Engagement
Letter and a retainer, if required, has been paid.