Our firm provides a wide variety of estate planning and trust and probate administration services, with an emphasis on personalized, high quality planning and representation. Our clients range from individuals to generations of families, from those with modest estates to those having estates involving significant assets located throughout the country.

Our estate planning team provides our clients with experienced advice and guidance in the preparation of standard Wills, Revocable Trusts, General Durable Powers of Attorney, Health Care Powers of Attorney, Limited Powers of Attorney and Living Wills, as well as the development and implementation of more sophisticated estate planning tools and strategies designed to minimize taxes and achieve other succession goals of our clients, including:

• Business succession planning
• Gift and generation-skipping transfer tax planning
• Family Limited Partnerships
• Charitable Remainder Trusts
• Dynasty Trusts
• Irrevocable Trusts for children or grandchildren
• Irrevocable Life Insurance Trusts (ILITs)
• Special Needs Trusts
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts (QPRTs)
• Qualified Terminal Interest Property Trusts (QTIPs)
• Qualified Domestic Trusts (QDOTs)
• IRA Trusts

Additionally, when a loved one has passed away, our probate and trust administration team assists successor trustees and personal representatives with the process of administering and distributing the assets of the decedent’s trust or estate, including representation of the client in any and all probate pleadings and proceedings, the preparation and filing of federal estate tax (Form 706) and gift tax returns, and other related administrative matters.

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