Estate Planning & Probate Group


Custom Estate Planning Solutions

Our advice is customized for each individual, with attention to tax consequences, family relationship concerns and efficient administration services:

Estate planning – Services for wealth transfer and estate planning range from simple wills to complex trust arrangements

Tax planning – Reduction of the impact of gift, estate and generation skipping taxes

Business Succession Planning – Comprehensive plans provide your business with a timely and smooth transition upon retirement, sale, disability or death

Probate – Guidance for fiduciaries in the administration of trusts and the Estate, assistance in the distribution of non-probate assets and preparation of estate tax returns

Litigation – Representation in will challenges, undue influence claims and fiduciary conduct cases

Property ownership – Advice on proper ownership of assets and beneficiary designations

Charitable giving – Implementation of effective methods to achieve your charitable goals

Asset protection – Structuring of asset ownership to provide security for your family

Business and Estate Documents

Our documents are crafted with a careful review of our client’s objectives, family relationship concerns and potential tax consequences:

• Wills
• Trusts: revocable trusts, testamentary trusts, grantor retained annuity trusts (GRATs), life insurance trusts, charitable lead annuity trusts (CLATs), charitable remainder trusts (CRTs), intentionally defective grantor trusts, qualified sub-chapter S trusts, electing small business trusts (ESBTs), spendthrift trusts, Q TIP trusts, dynasty trusts
• Powers of attorney: durable power of attorney, health care power of attorney
• Living wills
• Buy-sell agreements
• Shareholder agreements
• Limited liability company operating agreements
• Family limited partnerships

>> Contact us now for estate planning and probate legal services.