Estate Planning and Administration

The firm provides a wide range of services in the areas of estate planning, estate administration and probate. Its goal is to assist families in protecting and transferring their wealth while minimizing taxes and insuring that all of the client’s wishes and directives are met.

The firm’s expertise in estate planning includes the preparation of:

  • Revocable living trusts to avoid probate
  • Wills, both complex and simple
  • Irrevocable trusts for gifting
  • Life insurance trusts as a tool to minimize taxes
  • Charitable lead and remainder trusts
  • Powers of Attorney for property, finances and health care
  • Pre and post marital agreements

The firm also has handled many court and administrative proceedings relating to:

  • Decedent probate estates
  • Trust administration
  • Conservatorships and guardianships
  • Will contests
  • Estate and trust disputes