Trusts & Estates

Creating wills and trusts that maximize disposition potential while reducing tax burdens can be extremely complex. Our Trusts and Estates attorneys will guide you to a satisfactory arrangement concerning the future distribution of your assets, while ensuring that you are leaving the maximum estate allowable within today’s tax framework.

Wealth management and preservation objectives can begin during your vital years through skillfully drafted instruments, including wills, trusts and gifting programs, and the crafting of business succession plans. Our knowledge and experience in estate administration, and our track record of maximizing wealth preservation and reducing estate taxes, will safeguard your legacy and optimize its potential to your beneficiaries.

We concentrate in three main areas:

1. Estate Planning
   • Wills and Trusts
   • Wealth Management and Preservation
   • Business Succession
   • Estate, Gift and Income Tax
   • Health Care Proxies, Living Wills and Powers of Attorney
   • Elder Law
   • Charitable Giving
2. Estate Administration
   • Probate
   • Intestacy
   • Estate Tax
   • Fiduciary/Personal Income Tax
   • Formal/Informal Accounting
   • Guardianship
3. Estate Litigation
   • Contested Probate, Administration, Accounting and Kinship
   • Spousal Rights
   • Business Disputes
   • Estate, Gift and Income Tax Audit
   • Asset Discovery/Recovery

If you do not see your Trusts & Estates needs addressed in the description of our services, please contact us so we may fully understand the details of your particular situation.