Practice Areas
The Work of the FirmThe firm's practice centers on the affairs of families and closely held businesses: how property is planned, how it passes, how it is taxed, and what happens when those questions are contested. Most engagements touch more than one of the areas below, and they are handled that way, as one matter rather than several.
Estate Planning
Wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. Planning settles who will inherit, who will decide, and how property should pass with as little friction and tax as the law allows.
Trust & Estate Litigation
When a will is contested, a trust is questioned, or a fiduciary's conduct is challenged, the matter moves to negotiation or to court. The firm represents beneficiaries, trustees, and executors in these disputes.
Captive Insurance Counsel
Captive insurance companies, and the managers who administer them, operate where insurance regulation, tax law, and corporate governance meet. The firm provides counsel to captives and to captive managers on the legal questions that arise from that position.
Tax Advisory
Advice on the tax consequences of decisions before they are made: sales, gifts, distributions, entity choices, and the ordinary transactions of a family or a business.
Personal Tax Planning
Income, gift, and estate tax planning for individuals and families, coordinated with the estate documents so that the plan works as one piece.
Financial Planning
Reagan practices as both attorney and financial advisor, aligning investment, insurance, and legal structures toward a family's long‑term goals.
Retirement Planning
Retirement accounts, beneficiary designations, and distribution decisions, reviewed together with the estate plan they ultimately serve.
Legal Consulting
Engagements as outside counsel for individuals and small businesses that need an experienced lawyer's judgment without a standing legal department.