Christina offers payment flexibility, competitive rates and free consultation time for those clients who choose to have her draft estate planning documents for them. She is available to accommodate clients all over Alaska.
Christina’s individual/employer and corporate tax practice is aimed at providing services and advice for clients in regard to tax court and appeals representation, collection, audit, criminal tax, payment plan negotiations, offers in compromise, obtaining currently not collectible status, dealing with IRS liens and levies and all other matters of IRS controversy, where she draws upon her education in accounting and taxation to provide legal guidance to clients on the intricacies of the Internal Revenue Code. Christina can provide services for individuals, SBSE (small business and self-employed), and LB&I (large business and international) clients. She can help you understand your IRS letter or notice, as well as represent you in front of the IRS.
Services for various probate matters are also provided for clients. Whether you need to probate a decedent’s will, if someone died without a will, or if there are contests against an estate or will, Christina offers a variety of probate planning options. There are many technical aspects of probate proceedings, including the petition filing, notifying creditors, managing tax issues, transferring assets and dealing with beneficiaries whereby the assistance of a professional probate attorney can help the family through these specialized and complex legal requirements. Not only does Christina take a firm stance in representing Personal Representative’s in probate proceedings, but she also has an understanding aspect in dealings with families who have lost loved ones.
A unique qualification of Christina’s probate services include her expertise in decedent tax matters, whether there is an income tax issue for a decedent or estate tax issue. Clients are confident that when they hire Christina for probate proceedings, not only are the property matters administered, but all aspects of a decedent’s property issues.
Services for elder law matters include long-term care planning, Supplemental and Special Needs Trusts, Miller Trusts, and Medicaid planning. Elder law is defined in Christina’s practice as a different subset of estate planning, with a focus on legal aspects that face the elderly. Christina has extensive knowledge in government-based benefits available to the elderly and the legal issues with property matters and planning in this area.
Services for various guardianship and conservatorship matters are also provided for clients. Sometime in life it’s inevitable that advanced illness causes the need to remove a person’s legal rights for their own safety and welfare. Whether you need to initiate a protective proceeding for an elderly family member or friend, because you have a minor in title of property, or because a protective proceeding is needed for a disabled individual, Christina offers a variety of planning options for the different types of guardianship and conservatorship proceedings. Protective proceedings are a very emotional and difficult time period for families and loved ones, but often necessary. Christina understands the technical legal issues, as well as the emotional side of these proceedings in walking families through a protective arrangement.
Christina’s estate planning practice is compatible with all types of family situations. From the single person without children, to the young family with minor children, to the mature family with grown children, and to the blended family. “Estate planning” also involves several areas of wealth planning, including, wealth accumulation, wealth preservation, wealth transfer, and asset protection. Estate planning is a team effort between the client and the client’s advisers including the lawyer, CPA, life insurance agent and investment adviser. Although there is much overlap, the attorney deals primarily with issues involving wealth preservation or protection and wealth transfer issues.
In the estate planning process, Christina represents individuals and couples in developing their estate plan to protect their estate and carry out their goals for the transfer of wealth either during life or on death. Christina’s clients’ estates range from the very straightforward planning matters, to the very large and complex estates. Christina’s focus is personal lifetime planning for individuals and their closely held businesses and the efficient administration of their estates. In this day and age we also see an increasing number of clients with blended families, and Christina can assist your family in meeting any blended family planning needs.
Because each client has different goals, it is important that each has a plan tailored to meet their specific needs. Thus, the planning process involves listening to the client’s goals and then discussing different options that are available for accomplishing those goals. Christina is often called upon to discuss the pros and cons of making lifetime gifts, irrevocable life insurance trusts, gifting fractional interests in assets, long-term educational trusts, community property, credit shelter and bypass trusts, business transition planning, deferred charitable gifts, designation of beneficiaries, asset protection planning, family owned business entities, protecting descendants’ inheritance, special needs, and Medicaid planning situations, etc. Clearly, the more complex the client’s goals, the more complex the planning.
Through the planning process, the following are some of the types of documents Christina prepares for her clients:
- Last Will and Testament
- Testamentary Trusts
- Education Trusts
- Alaska Joint Revocable Community Property Trusts
- Special/Supplemental Needs Trusts
- Alaska Community Property Agreements
- Irrevocable Life Insurance Trusts
- Multi-Generation Skipping Trusts
- Qualified Personal Residence Trust
- Grantor Retained Annuity Trusts
- Qualified Domestic Trusts
- Alaska Asset Protection and Dynasty Trusts
- Family Limited Partnerships or LLCs
- Fractional Share Discount Planning
- Charitable Planning and Split Interest Trusts
- Powers of Attorney
- Pre and Post Nuptial Agreements
- Private Foundations
- Conservation Easements
- Advanced Health Care Directives
- Durable General Power of Attorney
- Health Insurance Portability and Accountability Act Consents
Often elements of asset protection planning and business planning are incorporated into estate planning needs. Christina is well versed in unique and superior Alaska’s Domestic Asset Protection laws and planning ideas, including the drafting of asset protection trusts, transfer documents and limited liability companies that are used for business planning and limited liability protection purposes.