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Trusts and Estates Law

Trusts and Estate Law

Our firm counsels individuals and business owners in the development of estate plans consistent with their articulated goals to assure the orderly transition of power and wealth to succeeding generations.

 

Our Philisophy

We believe that the estate planning process must be combined with the development and implementation of operational plans, corporate structures and succession plans to ensure efficient operation of a business whether the business is transferred to succeeding generations, assigned to professional managers, or sold to third parties.

The estate planning services we provide for our clients include preparation of:

  • Revocable Living Trusts
  • Wills
  • Health Care Powers of Attorney
  • General Powers of Attorney
  • Advance Directives/Living Wills
  • Prenuptial Agreements
  • Charitable Trusts
  • Life Insurance Trusts

In addition, we counsel and assist our clients in connection with:

  • Trust Administration
  • Trust and Will contests
  • Special needs planning
  • Tax planning
  • Gift planning
  • Reducing or avoiding estate taxes
  • Potentially eliminating the need for and cost of probate administration
  • Designating beneficiaries and structuring distribution of non-probate assets
  • Estate and gift taxation planning

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