Trusts and Estates

OVERVIEW

Our attorneys work closely with individuals to develop estate plans that fit the needs of their families, businesses, values, and assets. We guide clients through the considerations that should be kept in mind when preparing an estate plan, such as the protection of assets, access to assets during life, distribution of assets upon death in accordance with the client’s wishes, and tax issues. Our clients range from high net worth individuals, young couples just starting a family, and elderly and disabled individuals; each client receives the same care and expertise and they consider matters like the preservation and transfer of wealth, probate avoidance, gift and estate tax planning, and public benefits such as Medicaid and SSI.

HIGHLIGHTED SKILLS & SERVICES
  • Estate planning, including the drafting of wills, trusts, powers of attorney, and living wills

  • Estate administration and accountings

  • Trust administration and accountings

  • Trustee authority, appointment, and removal

  • Guardianships

  • Preparation of gift and estate tax returns

  • Estate planning in contemplation of special circumstances, such as divorce, disability, and creditor protection

  • Probate litigation, including will contests, administrator and executor appointments, and guardianship disputes