Protection & Preservation
We believe the best estate planning attorneys offer sound solutions and peace of mind. We work closely with you – and your other professional advisors – to understand the process. We implement creative yet conservative solutions to help you achieve your desired result.
Estate and Wealth Planning and Administration
Practical, proactive approaches
Personal Estate Planning
Revocable trusts
Wills
Counseling in estate, gift and income tax
Financial and health care powers of attorney
Qualified personal residence trusts
Charitable remainder or lead trusts
Irrevocable life insurance trusts
Grantor annuity trusts
Taking Charge - Trust and Estate Litigation
Unfortunately, disagreements sometimes arise over the administration and distribution of an estate. When that happens, we can help.
Closely Held Business Planning
We can help you develop goals for passing on the family business, and create a business succession plan
We will guide you through complicated family issues by bringing our tax and non-tax experience to the table
Estate and Trust Administration
We work with executors, trustees, and corporate fiduciaries to settle estates and administer trusts as efficiently and promptly as possible
We delegate many of the post-death tasks to capable paralegals in our group who handle those tasks efficiently and economically
Publications