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.
Estate Planning
Our services include counsel & representation in:
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- Last will & testament
- Lifetime and testamentary trust preparation
- Lifetime and testamentary special needs trusts and pooled trusts
- Advance directives
- Powers of attorney for both financial and healthcare
- Other ancillary estate planning documents
- Guardianship matters, including representing guardians and family members of a proposed ward
- Business & corporate succession planning
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- Lifetime charitable giving
- Marital property issues
- Advice regarding anatomical gifting
- Tax planning
- Guidance with selecting the appropriate fiduciaries
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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 suggestions 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.
