Law Office of David Hellman


Tax Planning/Preparation
Estate Planning
Probate and Conservatorships
Business Planning
Real Estate
Non-Profit Organizations
Retirement Plans

The Firmís Goal Is To Provide The Highest Quality Of Legal Service For A Reasonable Fee Related To The Value Of The Service.

The firm has developed expertise in the areas of law briefly described below, and would be pleased to discuss any area of representation with you.

TAX PLANNING/PREPARATION
These services include review and analysis of the tax consequences of proposed transactions and possible alternatives. If a transaction has already occurred, suggestions are made for off-setting alternatives, if available. Based upon the decisions made, the firm prepares or assists others in preparation of the appropriate documents. The firm also prepares tax returns for individuals, business entities, fiduciaries and estates.

ESTATE PLANNING
Revocable and irrevocable trusts, including living trusts, insurance trusts, grandchild gift trusts and charitable remainder trusts, are often among the recommended alternatives in the tax sensitive estate plan for the lifetime enjoyment of a person's assets and the transfer of those assets to younger generations. Services include analysis and counsel for clients on the planning techniques available.
Since 1977 the firm has been a strong advocate of legal mechanisms to avoid the time delays, costs and public exposure of probate court proceedings. Frequently this includes recommendation and preparation of Revocable Living Trusts. In instances where Trusts are not appropriate, Wills are prepared for clients and they are counseled on ways to minimize probate exposure.
The planning process includes the client's accountants, financial planners, investment advisers, and bank trust officers to assure that all data and decisions are fully understood by those involved in the estate planning process.
The firm also counsels clients on the legal and financial issues relevant to aging.

PROBATE AND CONSERVATORSHIPS
The firm guides clients through the process, provides legal representation as required, and attempts to minimize the executor's or conservator's time involved in the proceedings.

BUSINESS PLANNING
The firm provides counsel and guidance on legal issues that arise in the operation of a business including the most appropriate form of doing business (sole proprietorship, partnership, limited liability company or corporation), and the creation, restructuring or dissolution of corporations, partnerships and limited liability companies.

REAL ESTATE
The firm prepares documentation for all forms of real estate transactions, from the simple to the complex, with particular expertise in simultaneous, delayed ("Starker"), and reverse real estate exchanges.

NON-PROFIT ORGANIZATIONS
The firm’s services to non-profit organizations, including private foundations, involve preparation of documents on formation, ongoing administration and tax counsel.

RETIREMENT PLANS
The firm prepares qualified pension and profit sharing retirement plans for businesses, utilizing the office's Internal Revenue Service approved Regional Prototype Plan. The services include preparation of the documentation necessary to administer the plans, and counseling on administration matters.

The firm usually limits it’s practice to the areas described above. If the firm is unable to provide you the service, referrals will be provided upon request.