Estate Planning
- Revocable Trusts
- Wills
- Powers of Attorney
- Advance Health Care Directives
- Irrevocable Trusts, including Insurance Trusts
- Personal Residence Trusts
- Grantor Trusts
- Defective Trusts
- GRAT’s, including “Walton GRAT’s”
- Private Foundations
- Charitable Trusts
- Family limited partnerships and limited liability companies
- Asset Preservation
- Gifting Strategies
Estate and Trust Administration
- Trust Administration
- Probate
- Conservatorships
- Representation of trustees and beneficiaries in contested or uncontested probate or trust matters
- Estate and gift tax returns
- Guardianships
Estate and Trust Litigation
- Representation of trustees, guardians, conservators and beneficiaries in contested probate or trust matters
- Discovery, including depositions
- Trial
Corporations, Limited Liability Companies and Partnerships
- Formation
- Dissolution
- Buy-Sell Agreements
- Mergers
- Sales
- Spin Offs
- Split Ups
- Acquisitions
- Split Dollar Arrangements
- Contracts
- Stock Option Plans
Mediation
The probate court has asked Magee & Adler to mediate complex trust
litigation matters.
Real Estate
- Purchase
- Sale
- 1031 Exchanges
- 1033 Exchanges
- Limited Liability Companies
- Limited Partnerships
Charitable Interests
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations
- Public Charities
Schedule an Initial Consultation
Email: receptionist@mageeadler.com
Direct Number: (562) 432-1053