We understand the importance of protecting your family, your assets, and your legacy through careful strategic planning. Our goal is to create a comprehensive and all-encompassing plan for the future, ensure it is carried out, and resolve any probate issues that may arise. We represent executors, administrators, trustees, and beneficiaries in all aspects of estate and trust administration.
Our services include counsel & representation in:
Last will & testament
Lifetime and testamentary trust preparation
Lifetime and testamentary special needs trusts and pooled trusts
Powers of attorney
Other ancillary documents
Business & corporate succession planning
Lifetime charitable giving
Marital property issues
Advice regarding anatomical gifting
Small estate affidavits and affidavits of heirship
As special needs and changing circumstances arise, we are ready to adapt your personalized plan to change as your life does. Our attorneys also serve as a resource guide to provide referrals and resources to create a plan that serves you in the present and ensures your wishes are carried out when you are no longer with us. We also aim to help our clients manage complex legal issues in a manner that recognizes the emotional difficulty of the circumstances, but firmly advocates for our client’s rights and interests.