» Estate Planning & Probate Law

Proposed Changes to the Estate Tax Exemption

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate tax rate to a person’s taxable estate. The taxable estate is calculated by determining a person… Read More

Estate Planning 101: 5 Popular Trusts and What You Should Know About Them

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types of trusts that focus on certa… Read More

Estate Planning 101: Estate Planning Considerations for Business Owners

Estate planning for business owners is important and oftentimes overlooked. Typically, business owners, eat, breathe, and sleep “business” and seldom consider protecting their legacy which may severely impact their loyal customers, and more impor… Read More

Estate Planning 101: What is the Difference Between a Will and a Trust?

There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate planning is, “what is th… Read More

Common Pitfalls to Avoid with Estate Planning

Proper estate planning can provide a person and their family with peace of mind and security, albeit it can be overwhelming due to the many decisions involved and complex federal and state laws surrounding this topic. Additionally, overlooking critic… Read More

Qualified Opportunity Zones - What's all the Hype About?

Qualified Opportunity Zones (“QOZs”) present a unique opportunity for investors with capital gains and qualified 1231 gains (hereinafter “Eligible Gains”) seeking to defer payment of tax on Eligible Gains and sourcing investment opportunities… Read More

Trustees Beware: Paying Attorney Bills without Permission

Even the most experienced probate litigators can sometimes be caught unawares but new laws that have been passed. Litigation is not infrequently referred to as warfare by other means, and, if it is, then there are many mines for the unwary General an… Read More

Meet Our Team

Christian W. Waugh's Profile Image
Christian’s practice includes litigation, appeals, real estate, government and municipal law, and a full range of business law matters. He is Board Certified in Real Estate Law.
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Gerrard L. Grant's Profile Image
Gerrard’s practice includes corporate and business law, tax and tax controversies, wills, trust, and estates, and outside general counsel services. He is Board Certified in Tax Law.
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