Trusts & Estates

Every family needs to manage its hard earned wealth carefully in order to pass it on to their children and other select beneficiaries. Our professionals understand each of your assets and how to structure a plan for protecting and transferring those assets that is tailored to your individual needs. Through the creative use of revocable and irrevocable trusts, life insurance, charitable planning and other techniques, our estate & trust planning attorneys can tailor your documents to maximize benefits and minimize taxes, staying fully compliant with the law while taking advantage of the planning opportunities allowed by it. Our estate & trust planning attorneys help families create streamlined plans which facilitate the efficient management and eventual distribution of your assets and the dignified, personal care of family members. We draft last wills & testaments, trusts, durable powers of attorneys and living wills. We assist in forming family foundations, special needs trusts and charitable trusts. Our team of professionals also represent you, if necessary, through tax audits, tax litigation, and other lawsuits and disputes related to estate planning matters.

Our team of professionals is experienced with probate and guardianship matters and can guide your family through these court processes. In the event of a death or incapacitating event, our probate & trust attorneys provide assistance to individuals appointed to handle a decedent’s or incapacitated person’s estate. This includes preparing and filing necessary documents with the court, assisting the personal representative of the decedent’s estate and other estate fiduciaries to re-title assets, pay valid claims, manage and sell assets, distribute assets to beneficiaries, prepare accountings and assist with tax-related matters. Our probate and guardianship attorneys have broad experience in many areas of the law, including real estate, trust administration, banking, corporate and business law in order to meet all of your estate administration needs. Our probate and guardianship attorneys also represent you, if necessary, through will and trust contests and estate litigation.

  • Wills
  • Charitable Gift Planning
  • Estate Protection Planning
  • Business Succession Planning
  • Life Insurance Planning
  • Estate, Trust and Probate Administration & Litigation
  • Trustee and Beneficiary Representation
  • Estate, Gift and GST Tax Planning
  • IRS Tax Controversy
  • Post Mortem Estate and Trust Planning
  • International Estate Planning
  • Mediation Services

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