Trusts and Estates

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Our Trusts and Estates group advises professionals, business owners and other individuals on all aspects of estate planning and wealth transfer.

We work closely with our clients to understand their needs and objectives and use that information to develop an estate plan that is tailored to their unique situation. For some clients this may mean creating a basic estate plan, while for others it may be designing and implementing sophisticated wealth transfer strategies designed to minimize estate and gift taxes. The result is an estate plan that passes assets to your family in a manner which is consistent with your desires and meets with your family, business and  financial needs.

Trusts and Estates Services

Will, Trust and Power of Attorney Preparation

Our general estate planning services include the preparation of wills, revocable and testamentary trusts, durable powers of attorney, health care powers of attorney and advance directives for a natural death (living wills). We also advise clients who have family members with disabilities on the creation of special or supplemental needs trusts.

Estate, Gift and Generation-Skipping Transfer Tax Planning

We counsel clients on sophisticated wealth transfer techniques, designed to minimize or eliminate estate, gift and generation-skipping transfer taxes. This may include the creation of irrevocable trusts for generation-skipping or other tax planning purposes, or trusts for specific assets, such as life insurance or personal residences. We also provide advice on the creation of family partnerships and limited liability companies to provide for family management of assets and facilitate gifting.

Charitable Giving

For clients with charitable objectives, we assist with the creation of private foundations and charitable trusts, as well as advise them on other charitable giving techniques.

Business Succession Planning

We are experienced in advising closely-held business owners on the transfer of ownership and management to the next generation in a tax efficient manner. We often recommend and assist with the creation or restructuring of corporations, partnerships and limited liability companies to achieve these planning objectives.

Estate and Trust Administration

In addition to helping clients prepare their estate plan, we assist individual and corporate executors and trustees with all legal aspects of the estate and trust administration process. This includes preparing and filing inventories and accountings for the estate, negotiating and paying claims, preparing federal estate tax returns, and assisting with the sale of assets and distribution to beneficiaries.

Estate and Trust Litigation

We represent clients in a variety of cases involving trusts and estates, including trust disputes, will contests, and proceedings to terminate or modify irrevocable trusts.

We recognize our clients’ lives are unique. Our attorneys have extensive experience in developing estate plans tailored to accomplish your philanthropic and tax reduction goals, and manage your legacy beyond your lifetime.

Contact one of our attorneys to schedule an appointment to learn more about our estate planning services.