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Estate Planning

Estate Planning

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

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