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Estates, Trusts, Tax & Legacy Planning

The Firm’s estate planning, probate, trust and tax attorneys assist individuals in meeting their estate planning, wealth preservation, tax planning and legacy planning goals. The Firm’s attorneys have decades of experience in estate, gift and generation-skipping transfer tax planning as well as probate, trust administration, conservatorship and guardianship matters. The attorneys craft estate plans that eliminate the need for court supervision and that offer privacy and minimize the impact of estate taxes. The attorneys provide sophisticated advice and planning in multi-generational transfers of wealth, legacy planning, business transition and succession planning, meeting charitable or philanthropic goals, preserving family-owned farms or businesses and making lifetime transfers.

  • Estate and Tax Planning
  • Lifetime Transfers
  • Non-Probate Transfers
  • Probate Proceedings
  • Federal Estate Tax Returns
  • Trusts and Will Contests/Litigation
  • Health Care planning, including the preparation of advanced Health Care directives
  • Specialized estate “legacy” planning, the preservation and transfer of family-owned farms and businesses and the preservation and transfer of wealth to younger generations
  • Planning to avoid or minimize reassessment for real property tax purposes
  • Life insurance planning, including preparation of irrevocable life insurance trusts
  • Planning for the preservation of family assets in the face of catastrophic illness or incapacity
  • Planning for retirement plan assets
  • Planning for families with special needs dependants
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