Probate, Trusts & Estate Planning

Our experienced attorneys provide consultation and legal services involving a wide variety of vehicles for the transfer of wealth. Whether it is a simple will or a complex estate plan, we have the experience and expertise to assist you, including two attorneys who are also experienced Certified Public Accountants (CPA’s). Our goal is to identify and customize an estate plan which meets the particular needs of our client while minimizing tax impact.

We strive to ensure that our clients’ intentions are carried out efficiently and effectively, while easing stress during potentially emotional situations. We undertake and assist with the complete administration of a decedent’s estate, including representation in probate court; consultations with estate beneficiaries, devisees, legatees; and preparation of all tax returns. We also work closely with the surviving spouse or family members to review any existing estate plans and advise regarding any changes that may be appropriate. Services provided include:

Probate & Trust Administration

  • Probate administration of wills
  • Will contests, claims against an estate
  • Trust administration
  • Tax return preparation
  • Business succession planning
  • Fiduciary & probate litigation

 

Estate planning

  • Wills
  • Living wills
  • Health care powers of attorney
  • General powers of attorney
  • Revocable living trusts
  • Irrevocable trusts
  • Charitable planning and charitable trusts
  • Estate and gift tax minimization
  • Asset protection planning
  • Guardianships & conservatorships
  • Disability planning, including special needs trusts
  • Prenuptial agreements/second marriage planning
  • Estate planning assets including life insurance and retirement accounts
  • Family business planning
  • Elder law

See Also:

We stand ready to assist you with your legal needs. For assistance, please contact us.

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