Estate Planning & Probate

We provide legal advice and services for individuals and their families in planning for and implementing transfers of wealth through estate planning, trusts, and estates. 

The estate planning practice includes, but is not limited to, representing high-net-worth individuals and their families and consists of traditional testamentary planning through wills and living trusts and more complex lifetime gifting techniques, personal tax planning, pre and post-marital agreements, retirement planning, planning for special needs individuals, conservatorships and guardianships, asset protection planning, family business succession planning, and charitable giving. All of these services are designed to coordinate a client's particular needs by the least disruptive and most tax-efficient means.

Additionally, our firm's trusts and estates practice group represents fiduciaries and family members in impelmenting estate plans post-mortem, including marital deduction funding and elections, fiduciary income tax planning, estate and inheritance tax compliance, resolutions of controversies with taxing authorities, and general probate administration. Our estate planning and probate lawyers participate in will contests and other estate and trust litigation. 

Services

  • Asset Protection
  • Business Ownership Succession
  • Charitable Foundations 
  • Charitable Giving 
  • Conservatorships 
  • Estate, Gift & Generation Skipping Transfer Taxation
  • Estate Planning & Administration 
  • Guardianships
  • Probate Adminstration & Litigation 
  • Retirement Planning 
  • Trusts 
  • Wills