Services

Kay Cross provides a variety of services to her clients, to include:

• Preparation of simple and complex wills and revocable (living) trusts
• Preparation of various irrevocable trusts, including life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts
• Preparation of financial powers of attorney and advance medical directives
• Federal and state gift, estate and generation-skipping transfer taxation counseling and planning
• Preparation of federal estate and gift tax returns
• Assistance with probate and trust administration
• Advising and counseling Executors and Trustees
• Small business planning and counseling
• Family business counseling planning, including succession planning
• Preparation of Gift Deeds and Deeds into Trust
• Preparation of Special Needs Trust
• Preparation of Premarital Agreements

Kay with Emma