- Determination of estate assets and liabilities
- Estate and gift tax valuations
- Estate and trust accounting
- Guardianship
- Trial Services
- Expert testimony and written reports
- Analysis and critique of opposing expert report
- Assistance with discovery issues
- Financial exhibits and other visual aids
- Settlement and mediation conferences
- Analysis of potential misappropriation, embezzlement, errors and irregularity, tax evasion, avoidance and fraud