| Mr. Studenberg assists clients in the following matters and areas of law: |
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| ESTATE PLANNING |
| Estate Planning is the process of preparing a strategy to preserve and manage the owner’s assets and wealth during their lifetime while maximizing retention of control and benefit with the least amount of Federal and State tax implications. Estate planning also involves coordinating a plan to transfer the owner’s estate to their designated beneficiaries at death while taking into account each family’s unique situation and dynamics. Estate planning concerns minimizing or eliminating Federal and State income, estate, gift, & GST Taxes; preparing for incapacity; reducing or avoiding probate; and facilitating a plan for the most efficient estate settlement. |
- Preparation of Last Wills and Testaments, Revocable “Living” Trusts, Irrevocable Trusts, Life Insurance Trusts, Family Limited Partnerships, and other Advanced Estate Planning Documents
- Wealth Preservation
- Asset Protection
- Business Succession Planning
- Estate, Gift and Generation Skipping Transfer Tax Planning
- Durable Power of Attorneys, Health Care Surrogates, Living Wills & Pre-need Guardians
- Nuptial Agreements
- Special Needs Planning
- Charitable Planning and Organizations
- Post-Mortem Estate Planning
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| PROBATE & TRUST ADMINISTRATION |
| Probate is the legal process of administering a decedents' estate with the probate court. This process includes determining the beneficiaries, management of assets, payment of any debts, creditors and administration expenses, distribution of the remaining assets to the beneficiaries, and determination of homestead. Only assets solely in the decedent's name and not otherwise disposed of by operation of law or beneficiary designations are subject to probate. |
- Preparation and filing of Probate Pleadings
- Advisement of Fiduciary Duties and Responsibilities
- Assisting Clients in Locating, Collecting, Valuation, Liquidation and Distribution of Estate & Trust Assets
- Preparation of Form 706 Federal Estate Tax Returns and Assisting in the Preparation of Income Tax Returns
- Fiduciary Accountings
- Settlement of Creditors’ Claims
- Summary Administrations
- Ancillary Administrations
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| BUSINESS PLANNING |
| A set of personalized legal services for the creation, protection and growth of businesses. |
- Selection and Formation of Business Entities:
- Limited Liability Companies
- Corporations
- S Corporations
- Partnerships
- Family Limited Partnerships
- Preparation of Corporate Books
- Shareholder (Buy Sell) Agreements
- Business Structuring & Succession Planning
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