ESTATE PLANNING
- Wills
- Trusts
- Powers of attorneys
- Advance directives
- Family planning
- Wealth preservation
- Business succession
- Guardianships
Mike assists individuals and business owners in understanding the full array of legal steps they can employ to prosper, transfer wealth, and protect their families and businesses for generations to come. He prepares Wills, Trusts, Powers of Attorneys, and Advance Directives (living wills) for individuals and couples to help ensure they are prepared, and their estate plans are in order.
Mike represents family business owners who are looking to preserve wealth and develop a succession path from one generation to the next. Mike provides reasoned and practical guidance to transition a business either now, or down the road. Mike utilizes tools including gifting principles, preparing shareholder agreements, possible restructure of business, and other business applications.
Mike is often appointed by the Bucks County Court for guardianship matters to represent individuals who are alleged to be incapacitated. Many are in challenging situations because they have not prepared the proper estate planning documents. Through these relationships, Mike learned firsthand the importance of having an estate plan in place. He represents these individuals with compassion and zeal and takes great pride in advocating for them.