A Full-Service Estate Planning Practice

We provide services relating to all aspects of estate planning and estate administration. We can help you design a comprehensive, creative estate plan to secure and transfer wealth within your family or family-owned business.

• Analyzing and planning for potential state and federal estate tax issues
• Serving as executors, administrators, and trustees for estates and trusts

We provide a variety of sophisticated services to individuals and business entities in connection with estate planning and estate and gift taxes, including:

• Formulation of simple or complete wills, advance medical directives (living wills), trusts, powers of attorney, guardianships, conservatorships and a full range of complimentary estate planning vehicles (including pet trusts)
• Use of generation-skipping trusts, charitable remainder trusts, charitable lien trusts, partnerships and other vehicles to produce tax savings
• Tax counseling in formulating wills and trust agreements to provide the most efficient transfer of assets
• Tax filing services for executors and administrators of the estate
• Probate proceedings representation including the resolution of will contests, fiduciary litigation and other estate disputes
• Estate reduction strategies including charitable contributions, gift planning and the formation and endowment of not-for-profit corporations
• Guidance in naming guardians for minor children and disabled adults
• Trust & Estate Litigation