Typical matters involve succession planning for family business and investment assets, and funding of educational opportunities for children and grandchildren through irrevocable trusts and other techniques. In addition, our approachable attorneys help clients achieve financial and life goals, provide continuing care for people with special needs, and accomplish important charitable objectives for individuals and families.
Our estate planning and probate attorneys can help accomplish these goals while minimizing taxes, avoiding probate, and maximizing retirement accumulations frequently subject to income and estate taxes. The group also litigates the rights and obligations of trustees, beneficiaries, personal representatives and heirs, and handles guardianships and conservatorships.
Our estate planning attorneys, experienced in elder law and long-term care planning, work hard to help seniors manage the changes that come with aging.
Our law firm’s estate planning and probate services include:
- Asset protection
- Charitable remainder trusts and charitable lead trusts
- Conservatorships
- Durable powers of attorney
- Dynasty trusts
- Elder law
- Estate and trust administration
- Estate and gift tax audits
- Estate and gift tax returns
- Family limited partnerships & limited liability companies
- General powers of attorney
- Grantor retained annuity trusts & grantor retained unitrusts
- Guardianships
- Irrevocable trusts for children & grandchildren
- Life insurance trusts
- Litigation & dispute resolution
- Medical powers of attorney
- Premarital and postnuptial agreements
- Private foundations & public charities
- Qualified domestic trusts
- Qualified personal residence trusts
- Special needs trusts
- Revocable living trusts
- Wills
