Practice Areas

Estate Planning

Estate Planning is a vital step in protecting your family’s future. We can lay out your assets and arrange them to benefit you and your beneficiaries after your passing. Depending on your current holdings, you may find that getting started on your own would be more prudent, but the more assets you hold the more complicated managing them and passing them on become.

Charitable Planning

The Entrepreneurial spirit that built this country and made it great. “The American Dream” is possible to everyone in this country, regardless of their background or social status when they start out, but almost as a rule, those who have bootstrapped and made a name and reputation for themselves contribute heavily to charities.

Business and Tax Planning

In a well engineered Integrated Estate Plan, every aspect of your estate is prepared in advance. At Durfee Law Group, that includes setting up your business entities and figuring out how they will be disbursed and taxed. With the right plan, we are able to minimize your tax liability and protect your business for generations.

The Big List of Practice Areas

501(c)3 Planning
529 Plan
1031 Exchange
1032 Exchange
1202 Stock
Advance Directives
Affidavits
Affidavit for Collection of Personal Property
Alternative Dispute Resolution
Annual Reports
Asset Purchase Agreement
Asset Protection
Assignments
Audit Defense
Augusta Rule
Beneficiary Deeds
Bill of Sale
Business Sale and Purchase
Business Strategies
Business Succession
Business Valuations
Buy Sell Agreements
Bypass Trust
Certificate of Good Standing
Certificate of Power and Authority
Certificate of Trust
Charitable Lead Trust
Charitable Remainder Annuity Trusts (CRAT)
Charitable Remainder Trusts (CRT)
Charitable Remainder Unitrusts (CRUT, NICRUT, NIMCRUT)
Charitable Planning
Child Free Estate Planning
Confidentiality Agreements
Conservatorship
Contested Trusts and Estates
Contested Wills
Contract Review
Corporations
Corporate Minutes
Corporate Resolutions
Credit Shelter Trust
Disinherit the IRS
Decanting
Decant Irrevocable Trust
Deeds
Deed of Trust
Deed Recording
Deed of Release and Reconveyance
Deferred Sales Trust
Dental Service Organization (DSO)
Diagrams
Disclaimer Trust (Trust D)
Document Review
Domestic Asset Protection Trusts (DAPT)
Domestic Planning
Durable General Powers of Attorney
Dynasty Trusts
Employment Agreements
Equity Strip
Estate Administration
Estate Litigation
Estate Planning
Estate Planning for Blended Families
Estate Planning for the Disabled
Estate Planning for Green Card Holders
Estate Planning for Legal Residents
Estate Planning for Married Couples
Estate Planning for Non US Citizens
Estate Planning for Parents of Handicapped Children
Estate Planning for Singles
Estate Planning for Unmarried Couples
Estate Planning Without Children
Executor Services
Family Bank
Family Business Council
Family Council
Family Foundations
Family Limited Partnerships
Family Office
Family Settlement Agreements
Family Trusts
Fiduciary
Financial Powers of Attorney
Financing Agreement
Foreign Asset Protection Trusts (FAPT)
General Business Counsel
General Counsel
Gift Exclusions
Gifting
Grantor Retained Annuity Trust (GRAT)
Guardianship
Gun Trust
Health Care Directives
Health Care Powers of Attorney
Heirloom Property Planning
High Income Planning
High Net Worth Planning
Inheritance
Insurance Assets
Integrated Planning
Intestate
International Planning
Irrevocable Dynasty Trust
Irrevocable Life Insurance Trust (ILIT)
Irrevocable Special Needs Trust
Irrevocable Spousal Trust
Irrevocable Trusts
IRA Planning
IRS Disputes
Jurisdiction Independent Documents
Land Trusts
Legacy Trusts
Legal Architectural Diagram
Letter of Intent
Letter of Opinion
Letters Testamentary
Life Coach LLC
Life Insurance Trusts
Limited Liability Company (LLC)
Limited Partnerships
Living Trusts
Living Wills
Long Term Care
Loans
Marital Agreements
Marital Trusts
Medicaid Trusts
Medical Powers of Attorney
Medical Service Organizations (MSO)
Mental Health Care Power of Attorney
Mergers and Acquisitions
Miller’s Trusts
Multi-Generational Planning
Multi-National Planning
Multi-State Planning
Notice of Gift (Crummey Notice)
Non-Compete Agreements
Non-Disclosure Agreements
Non-Profit Corporation
Non-Profit Trust
Notary Public
Occupancy Agreement
Offshore Planning
Operating Agreements
Owner Carry
Personal Planning
Personal Representative
Pet Trusts
Portable Documents
Post Nuptial Agreement
Pour Over Will
Powers of Attorney
Prenuptial Agreements (Prenup)
Preserve Assets
Preventive Law
Privacy
Private Foundations
Private Letter Rulings
Proactive Law
Probate
Probate Administration
Probate & Estate Administration
Probate Contested
Probate Litigation
Probate Uncontested
Professional Corporations (PC)
Professional Limited Liability Companies (PLC or PLLC)
Protector
Promissory Notes
Q Trust
Qualified Domestic Trust
Qualified Personal Residence Trust (QPRT)
Qualified Terminal Interest Property (QTIP Trusts)
Real Estate
Registered Agent
Rental Properties
Retirement Accounts
Retirement Planning
Retirement Protection & Growth
Retirement Protection
Revocable Living Trusts
Revocable Trusts
Safe File
Sale of Business
SEC
Securities
Settlement Agreements
S Corporations
Shareholder Agreements
Small Estate Affidavit
Statutory Agent
Stock Power and Assignment
Stock Purchase Agreements
Special Needs Planning
Special Needs Trust
Special Warranty Deed
Spendthrift Trusts
Spousal Lifetime Access Trust (SLAT)
Sub Trusts
Successions
Support Foundations
Tax ID (EIN, TIN or FEIN)
Tax Efficiency
Tax-Free Growth
Tax-Free Wealth Growth
Tax Minimization
Tax Planning
Tax Returns
Tax Review
Trial Practice
Trust Administration
Trust Affidavit
Trust Amendments
Trust Decant
Trust & Estate Administration
Trust Funding
Trust Law
Trust Litigation
Trust Planning
Trust Protector
Trust Resolution
Trust Review
Trust Termination
Trusts
Trusts and Estates
Trustee
UCC
Valuation
Warranty Deed
Wealth Growth
Wealth Protection
Wealth Preservation
Wills