OUR SERVICES
Trusts & Estates
Planning, succession, administration, and probate.
PRACTICE AREAS
OVERVIEW
What you need
When it comes to your estate planning, there are many goals and strategies to consider. Among the most essential is ensuring that your accumulated wealth passes in the most tax-efficient manner while achieving your succession goals. This requires an attorney with the experience and knowledge to gainfully minimize estate and inheritance taxes while being mindful of implementing estate- and succession-planning strategies that are practical, straightforward, and that reflect your needs and wishes.
Many individuals have more complex needs of which they are not aware, including the advisability of planning and structuring family limited partnerships and other entities as well as the establishment of grantor-retained annuity trusts, special needs trusts for disabled individuals, qualified personal residence trusts, irrevocable life insurance trusts, and generation-skipping trusts. There are no two individuals with identical estate-planning needs. Your needs are unique and are treated that way at our firm.
HOW WE DELIVER
We work in collaboration with our clients to develop a comprehensive and goal-oriented analysis to present our clients with options and determine the best course of action for their situation. Our attorneys are well versed in the most sophisticated estate-planning techniques, including creatively developing methods that define custody of assets as well as the planning and preparation of gift, estate, and fiduciary income tax returns. The ins and outs of probate and administration are a firm specialty. Our capabilities also extend to the preparation of petitions and related documents necessary to probate a will and administer an estate as well – including probate court accountings and litigation of probate court proceedings, as required.
Representative Matters
