Click on a topic to jump to a page or a subject-section of the page.
1. Core Estate Planning Documents & Services:
- Wills
- Trusts (General Overview)
- Revocable Living Trusts
- Powers of Attorney (Financial & Healthcare)
- Advance Directives / Living Wills / Healthcare Proxies
2. Advanced & Specialized Estate Planning:
- Estate Tax Planning
- Asset Protection Planning
- Special Needs Planning / Special Needs Trusts
- Business Succession Planning
- Charitable Planning
- Planning for Blended Families
- Digital Assets
3. Post-Death Administration:
4. Ancillary & Related Areas:
- Elder Law (as distinct from general estate planning)
- Guardianships & Conservatorships
- Estate & Trust Litigation / Will Contests
Employment Law and Personal Injury
In addition to my estate planning practice, I also work with Lewallen Law, LLC on specific legal matters. This partnership allows me to assist clients with issues such as employment discrimination, wrongful termination, whistleblower cases, wage theft, and personal injury.
If you need legal help in any of these areas, please contact me directly through the contact page on this website.