Practice Areas
ESTATE PLANNING AND PROBATE

The firm's estate planning and probate practice group has extensive experience in providing lifetime and post-mortem estate, financial, and tax planning, as well as probate and trust administration services. Members of the practice group are able to provide a full range of services in connection with the accumulation, preservation, and transfer of assets to families and other beneficiaries. Typical matters in which the firm is asked to help include succession planning for family business and investment assets, funding of educational opportunities for children and grandchildren through irrevocable trusts and other techniques, achieving financial and life goals, providing continuing care for individuals with special needs, and accomplishing important charitable objectives that an individual or family may have. At the same time, the firm can help to accomplish these goals while minimizing taxes, avoiding probate, and maximizing retirement accumulations that are frequently subject both to income and estate taxes.

Members of the estate planning and probate practice group also assist in the administration of estates and trusts of all sizes and, particularly, in dealing with issues involving litigation, closely-held businesses, and real estate investments.

The firm's services in this practice area include:

  • Charitable Remainder Trusts and Charitable Lead Trusts
  • Conservatorships
  • Durable powers of attorney
  • Dynasty trusts
  • Estate and trust administration
  • Estate tax audits
  • Estate tax returns
  • Family limited partnerships and limited liability companies
  • General powers of attorney
  • Gift tax returns
  • Grantor Retained Annuity Trusts and Grantor Retained Unitrusts
  • Guardianships
  • Irrevocable trusts for children and grandchildren
  • Life insurance trusts
  • Medical powers of attorney
  • Pre and post-nuptial agreements
  • Private foundations
  • Qualified Domestic Trusts
  • Qualified Personal Residence Trusts
  • Revocable living trusts
  • Wills