We offer a full range of estate planning, estate and trust administration, and elder law services
for individuals and business owners. Whether drafting a will or a trust, administering an estate,
developing a succession plan for a business, or securing government benefits, our lawyers have
the experience and expertise to help our clients achieve their estate planning goals.
Our estate planning services include:
- Estate Planning
- We offer everything from simple wills to comprehensive estate plans
involving sophisticated trusts. We stay current on rapidly changing estate tax laws.
We take the time to gather personal financial information, understand personal estate planning
goals, and design an estate plan to meet our client’s personal needs. We have the expertise
to help minimize estate taxes and protect chosen beneficiaries. We use clear and concise
language in our documents, and we explain the plan to the client. We work with clients
after the documents are signed, to implement and update the plan, to ensure that it
continues to meet their needs.
- Powers of Attorney
- We provide both health care and financial powers of attorney, including “living wills” and “health care proxies,” to express clients’ wishes should they be unable to do
so in the future.
- Estate and Trust Administration
- We assist clients in the administration of estates and
trusts, whether the estate is in probate or not, and whether the client is an executor,
administrator, trustee, or beneficiary.
- Charitable Contributions
- Charitable giving can be an important part of estate planning.
We work with clients to achieve charitable giving goals by structuring gifts, creating
charitable trusts, working with charities, or establishing a foundation of the client’s
own design.
- Post-Death Planning
- Frequently it is possible to correct even substantial estate
planning problems after death. Over the years we have assisted clients in reducing
or eliminating estate taxes, correcting flawed estate plans, and effectuating
otherwise invalid estate planning documents, even after death.
- Trusts and Estate Litigation
- Unfortunately, disputes sometime arise in the
estate planning and administration process. Our experienced team of estate
planning and trial lawyers can handle such matters in an efficient and
cost-effective manner.
- Asset Protection
- If long-term care and nursing home costs are a concern,
we can develop a plan that facilitates eligibility for government benefits while
preserving assets, to the full extent permitted by law. We can also preserve assets
for those eligible for disability benefits.
