We draft wills, revocable trusts including life insurance trusts, and all other documents needed as part of an estate plan. Our estate plans are drafted to meet our client's needs and minimize taxes. We follow through to see that the client's goals are accomplished. Our estate plans range from complex and intricately designed trusts, to gift giving plans and plans for the transfer of control of family assets to younger generations, all utilizing the most current and advantageous planning methods.
We also offer complete legal services after the incapacity or death of a client, including the representation of fiduciaries in the administration of estates, trusts, conservatorships and guardianships. We undertake planning with out clients to minimize post-death taxation, expenses and delays. We have expertise in providing representation with respect to estate settlement disputes and the management and distribution of trust and estate assets, and issues related to elder law.
In addition, we have experience serving as the fiduciary of trusts and estates.
Do you already have a will? If so, our article "Why Having Just a Will Isn't Enough"
might be for you.
Stay abreast of changes in federal estate tax law if you have an estate plan. Please take a look at "Estate Tax Changes: Avoid Legal Quicksand"
for more information.