Diane assists clients with a wide range of estate issues. As a Certified Public Accountant she has dealt with a variety of financial matters relating to estate planning. As an attorney, she will carefully evaluate your personal goals while advising you on your estate planning options, including the following:
- Avoiding Probate
- Simple and complex Wills
- Revocable and Irrevocable Trusts
- Estate, inheritance and gift tax planning and preparation
- Health Care Power of Attorney
- Financial Powers of Attorney
- Special Needs Trusts and disability planning
- Life Insurance Trusts
Diane also offers trustee, probate and trust administration services to her clients.
Trustee Services
- Independent Trustee/Private Fiduciary
- Family Trust Management
- Trust Tax Return Preparation
- Trust Accounting, Bill Payment and Reporting
Probate Services
- Formal and Informal Probate Administration
- Guardianships
- Conservatorships