Areas of Practice
Estate Planning
- Our firm represents clients in all types of estate planning matters, ranging from simple wills to the most complex irrevocable trusts, and in probate, conservatorship and guardianship actions. We offer our clients an innovative and sophisticated estate planning practice. We draft revocable and irrevocable trusts, life insurance trusts, durable powers of attorney, and split-interest charitable trusts. We prepare buy-sell agreements, partnership agreements, cross-purchase agreements, as well as estate arrangements for owners of closely held businesses.
- Our lawyers have special expertise in estate tax and fiduciary income tax matters, allowing us to minimize the taxes imposed on a clients estate and trust. We have significant expertise in both uncontested and contested probate, guardianship and trust proceedings, and ERISA claims, in both state and federal courts. Among the types of probate matters handled are will contests, petitions for distribution, and petitions to determine distribution of estates and trusts. We also prepare and/or review estate and gift tax returns, represent clients in connection with tax audits and requests for private letter rulings, and provide counsel pertaining to family and closely held business matters.
- Our approach to estate planning is to evaluate our client's personal goals, their financial situation, and to develop a customized plan for them based on their specific requirements. We utilize not only traditional estate planning vehicles, but also innovative techniques that integrate personal estate planning goals with a client's business and financial affairs.
- Trust and Estate Services
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- Income for Retirement
- Financial Security for Loved Ones
- Reduction in Estate Taxes
- Avoidance of Probate Fees
- Estate Liquidity
- Successor Management
- Asset Protection
- Health Care Planning
- Charitable Giving
- Family Partnerships/LLC's
- A/B Trusts