Wills, Trusts and Estates

We assist clients in planning for and implementing the transfer of assets during life and at death. Our firm provides sophisticated, confidential and practical advice on such matters as planning for distributions from retirement plans, succession planning for owners of family businesses, charitable giving, formation of tax-exempt organizations, and estate planning and administration.

Thoughtful, expert estate planning is vital to ensure the orderly transfer of wealth from one generation to the next while minimizing tax liabilities to the beneficiaries or maximizing the benefits of charitable gifts. We are pleased to assist clients in achieving their personal, family, business and charitable objectives. Our estate planning services include:
Prepare wills and trusts

  • Living Trusts
  • Marital Deduction Trusts
  • Generation-Skipping Trusts
  • Life Insurance Trusts
  • Trusts for Minors
  • Special Needs Trusts
  • Personal Residence Trusts

 Prepare agency documents

  • Durable Power of Attorney
  • Advance Medical Directives
  • HIPAA Power of Attorney

 Prepare charitable gift documents

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuity Agreements
  • Private Foundation Documents

 Address related issues

  • Techniques for minimizing estate, gift, generation-skipping and income taxes
  • Creation of limited partnerships, limited liability companies and other entities
  • Optimal retirement plan and IRA elections and beneficiary designations
  • Life insurance planning
  • Appropriate titling of assets

The complex and technical nature of the transfer of assets and the tax implications involved are challenging to those individuals charged with the responsibilities of administering estates and trusts. We are experienced in guiding and supporting executors and trustees, both individual and corporate, through the administrations process. The firm offers services in:
Preparing court filings

  • Will probates and fiduciary qualifications
  • Notices of Probate
  • Inventories
  • Accountings
  • Debts and demands proceedings
  • Disclaimers

Trusts & Estate Litigation

  • Suits for aid and guidance in interpreting a will or trust
  • Suits involving allegations of breach of fiduciary duty
  • Suits involving testamentary capacity, fraud and/or duress
  • Suits involving conversion of trust assets