Our attorneys counsel clients in the development and implementation of customized estate plans to preserve, protect and pass on their wealth to loved ones and/or favorite charities. Throughout the process, we work diligently to minimize probate, estate, gift, income and business taxes and other administrative expenses. Each of our plans ensure that steps are in place to allow for supported or surrogate decision making when necessary. We collaborate with estate planning clients to ensure all assets — including real estate, businesses, IRAs, qualified retirement plans, securities, annuities and life insurance — are properly integrated into their estate plans.
- Drafting Wills, Trusts, Living Wills, Powers of Attorney and Other Planning Documents
- Formation of Revocable and Irrevocable Trusts
- Probate and Administration
- Advising Executors, Administrators, Trustees and Guardians of future and current roles