ESTATE PLANNING, WILLS, AND PROBATE

We represent clients with a wide array of estate and/or probate planning needs.  Everyone needs a will, and other documents such as durable powers of attorney and living wills, regardless of whether they need a comprehensive estate plan to avoid or minimize federal estate taxes.  Our clients include single and married young professionals, couples with young children, remarried couples with step children, and baby boomers approaching retirement as well as their elder parents.   Our goal is to create a comprehensive plan for our client that addresses tax, family, guardianship, and financial objectives for each client.  When a client’s assets include a closely-held family business, we assist clients with their business succession plan and coordinate it with their estate plan.

• Simple Wills
• Simple wills with testamentary trusts
• Complex wills and trusts addressing estate tax issues
• Grantor trusts ("IDGT")
• Irrevocable life insurance trusts ("ILIT")
• Qualified personal resident trusts ("QPRT")
• Family limited partnerships and limited liability companies
• Durable powers of attorney
• Advanced healthcare directives

We probate estates and assist executors and family members so that they can effectively and efficiently administer a probate estate. Our probate experience includes assisting clients with all aspects of estate administration from the filing of the petition to the closing of the estate.