Mareta focuses her practice on estate planning and probate, including the preparation of trust agreements, wills and various powers of attorney, as well as business succession planning. She also does a significant amount of general corporate and transactional work, including some real estate work.
When designing an estate plan, Mareta believes there are several important considerations, including:
- Dealing with unique family situations, such as having a beneficiary who is a spendthrift, having a disabled beneficiary or having a beneficiary with substance abuse issues;
- Minimizing taxes at death, including estate and income taxes;
- If there is a family-owned business, ensuring that there is a smooth transition in ownership so that the business will be able to function without interruption. (It is rarely a good idea to just give the business in equal shares to all of the children.)
Mareta also has extensive experience in gift planning, tax planning and corporate transactions, including the negotiation of various types of contracts such as asset sale and purchase agreements, shareholder agreements, lease agreements, license agreements, noncompete agreements, employment agreements, confidentiality and nondisclosure agreements, and consulting agreements.