Practice Areas

ESTATE PLANNING

We prepare wills and trust agreements, including probate-avoidance trusts, for a wide variety of clients, from those of modest wealth needing relatively simple wills or trusts, to those of more substantial means whose assets and goals require complex estate plans. 

We also assist clients with business succession planning.  Through careful and sophisticated planning, we assist our clients in achieving their goals at a minimum tax cost.

Services include:

    • Wills and Trusts Drafting and Funding
    • Business Continuation Planning
    • Income, Estate, Gift and GST Tax Planning

PROBATE

In the event of death, we advise and assist personal representatives and trustees in the administration and distribution of decedents' estates and trusts, cognizant of the fact that many post-mortem decisions have important tax ramifications. In the event of disputes among heirs and beneficiaries, we are often called upon to handle will contests or litigation involving trusts and estates.

 TAX LAW

We regularly provide sophisticated tax planning for individuals, trusts closely held corporations, limited liability companies and partnerships, and individuals, both in the United States and abroad. 

In addition, we represent clients in tax disputes with the Internal Revenue Service or state revenue departments.

Services include:

  • Individual Income Tax Planning
  • Estate, Gift and GST Tax Planning and Compliance
  • Fiduciary Income Tax Planning and Compliance
  • Business Income Tax Planning
  • Like-kind Exchanges
  • IRS Audit and Appeals
  • State and Local Tax Issues

BUSINESS LAW

Pope & Barloga, PA provides quality representation concerning all forms of business organizations, including corporations, limited liability companies, general and limited partnerships, limited liability partnerships, joint ventures and sole proprietorships. Respecting such representations, the estate, gift and generation skipping planning programs developed for each client are taken into account and recommendations are made that take into account the overall tax impact relating thereto.

Services Include:

    • Contracts and all commercial aspects of daily business operations
    • Business Entity Planning from Formation and Operation to Dissolution (Corporations, LLC's, LLP's, General Partnerships, Limited Partnerships)
    • Mergers, Acquisitions and Sales of Business Entities

ELDER LAW:

We assist elderly clients and disabled individuals in planning for long term care including

  • Estate Planning
  • Medicaid & Long Term Care Planning
  • Asset Preservation Planning
  • Special Needs Planning
  • Advance Directives

GUARDIANSHIPS:

We represent clients in establishing guardianships of the person, property, or both for minors and incapacitated adults.  We advise guardians on their responsibilities and assist guardians with filing annual plans and accountings.

HEALTHCARE COSTS PLANNING:

We provide guidance to clients faced with issues related to long term health care.  We perform a complex analysis of client’s assets and advise what options are available to pay for such care.  We assist clients in creating a plan to pay for long term care, help protect their assets, and apply for public benefits.