Estate Planning, Trusts, and Probate

Client Focus

We provide individualized services to our clients in both estate planning and administration. We recognize that every person’s estate is unique, requiring sensitive attention to details. Our focus is on providing professional, effective advice in a personal but efficient manner so that our clients know that their concerns are important to us.

Services

Because every case is unique, we provide a wide variety of services in estate planning and administration. For those clients needing estate planning services, we

  • Discuss and draft property rights documents such as pre-marital agreements
  • Facilitate lifetime gift-giving plans
  • Provide estate and income tax planning advice
  • Draft wills
  • Explore various trust options and prepare appropriate documents such as revocable living trusts, irrevocable insurance trusts, and charitable trusts
  • Draft asset management powers of attorney
  • Address health care concerns and prepare powers of attorney for health care or directives to physicians
  • Focus on wealth preservation issues such as the transfer of family businesses, protection from creditors and qualification for government benefits and services

In the field of estate administration, we

  • Advise executors and administrators regarding their duties and draft all necessary documents in probate proceedings
  • Provide services to professional and non-professional trustees in connection with trust administration, termination and litigation
  • Represent beneficiaries in estate or trust proceedings
  • Provide-tax advice, draft income and estate tax returns and represent fiduciaries in tax proceedings
  • Draft documents for non-probate transfers of property

Clients

We provide estate planning services to individuals and couples from every walk of life. Our clients include business owners, retirees, young couples with children, single individuals, and anyone with concerns about the transfer of assets and the care of loved ones. We provide estate administration services to virtually anyone interested in estate proceedings including professional and non-professional fiduciaries, creditors, beneficiaries of estates or trusts.