Law Offices of Miki Valente

• Revocable living trusts, wills, assignments of property, durable powers of attorney for asset management and personal care, health care directives, guardian and conservator nominations, instructions for post-death disposition of remains and trustee certifications

• Irrevocable trusts, including trusts for minors, non-citizens and blended families, personal residence trusts, life insurance trusts and charitable trusts

• Retirement asset planning

• Incapacity planning

• Real property ownership and transfer planning

• Entity planning and formation, including limited liability companies and family limited partnerships

• Charitable planning and implementation

• Wealth transfer (gift, estate and generation-skipping) tax, income tax and real property tax planning

• Gift and estate tax return preparation

• Advising and counseling fiduciaries in private and court supervised trust, estate and probate administration matters

• Advising and counseling beneficiaries in private and court supervised trust, estate and probate administration matters

Estate Planning

Trust Administration & Probate

Wealth Management & Transfer Tax Planning