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
• Private Foundations
• 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
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Private Foundations
• Public Charities