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LEGAL SERVICES
Meet Miki

Law Offices of Miki Valente

Planning with Purpose - Protecting What Matters

wealth transfer & tax planning

We advise high-net-worth individuals and families on how to structure their estates to minimize taxes and preserve wealth. Our strategies include:

Gift and Estate Tax Planning

Generation-Skipping Transfer (GST) Tax Strategies

Gift, Estate & GST Tax Return Preparation

Life Insurance Planning

Entity Planning and Formation

Charitable Giving Structures

Business Succession Planning

estate planning

We help clients design thoughtful, customized estate plans that reflect their values, goals and family dynamics. Our services include:

Wills and Living Trusts

Revocable and Irrevocable Trusts

Assignments of Property

Powers of Attorney

Health Care Directives

Guardianship Planning for Minor Children

TRUST & ESTATE ADMINISTRATION

We guide clients in establishing and managing trusts tailored to their unique needs, whether for privacy, asset protection, tax efficiency or long-term legacy planning. We also assist trustees with:

Trust Administration and Compliance

Fiduciary Duties and Risk Management

Beneficiary Communication and Distribution

PROBATE

We support executors and beneficiaries through the probate process with care and efficiency, helping them settle estates in accordance with the law and the decedent's wishes. Our services include:

Probate Filings and Court Representation

Asset Inventory and Valuation

Creditor Claims

Estate Distributions