Estate Planning & Probate

Our firm provides estate planning services to clients at all levels of wealth. Our lawyers work with clients to understand the dynamics of their families and to identify their particular objectives before recommending tailored and comprehensive estate plans. We regularly work with family advisers, such as financial advisers, insurance professionals, CPAs and corporate counsel to provide an integrated and efficient approach to planning.


Services Provided:

Estate Planning

  • Wills
  • Revocable and irrevocable trusts
  • Durable general powers of attorney
  • Durable health care powers of attorney
  • Living trusts
  • Nominations of guardians
  • Planning to avoid probate
  • Business succession planning
  • Same-sex estate planning
  • Planning to mitigate state and federal estate taxes, gift and generation-skipping transfer taxes
  • Lifetime gifting strategies
  • Estate planning in contemplation of divorce
  • Postnuptial agreements
  • Planning for second marriages
  • Assistance with trust funding

Estate Administration/Probate

  • Administration of estates
  • Administration of trusts
  • Guardianships
  • Trust and estate related litigation including will contests, construction proceedings, contested accountings

Specialized Issues

  • Special needs trusts
  • Irrevocable life insurance trusts
  • Qualified personal residence trusts (QPRTs)
  • Grantor retained annuity trusts (GRATs)
  • Family land trusts
  • Charitable remainder annuity trusts (CRATs)
  • Gun trusts
  • Private foundations

Professionals:

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