Trusts & Estates: Integrated Estate Planning, Wills and Trust and Probate
We counsel clients on financial and family planning, from families just beginning to those contemplating retirement and or the disposition of their business building an estate and trust plan, or writing a will and healthcare directive means having a long-term relationship with your attorney. These legal documents grow and change with your family. Planning techniques help our clients achieve their personal, business and tax related goals.
Our firm's extensive knowledge in many areas of the law offers complete and comprehensive estate planning services, including advice and preparation of revocable living trust, wills, durable powers of attorney and advance health care directives. Estate plans, wills and trusts are tailored to meet client's unique personal goals and appropriate tax strategies to minimize gift and estate taxes. This often encompasses the creation of various types of trusts, including bypass trusts, insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, and intentionally defective trusts. We also offer representation in probate administration, trust administration and trust and estate litigation.
We counsel clients on financial and family planning, from families just beginning to those contemplating retirement and or the disposition of their business building an estate and trust plan, or writing a will and healthcare directive means having a long-term relationship with your attorney. These legal documents grow and change with your family. Planning techniques help our clients achieve their personal, business and tax related goals.
Our firm's extensive knowledge in many areas of the law offers complete and comprehensive estate planning services, including advice and preparation of revocable living trust, wills, durable powers of attorney and advance health care directives. Estate plans, wills and trusts are tailored to meet client's unique personal goals and appropriate tax strategies to minimize gift and estate taxes. This often encompasses the creation of various types of trusts, including bypass trusts, insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, and intentionally defective trusts. We also offer representation in probate administration, trust administration and trust and estate litigation.
- Estate Planning – Charitable, Elder Law, Entities, International, Life Insurance, Retirement, Valuation
- Trusts – Revocable, Split Interest, Forms: Powers of Attorney
- Estate & Trust Administration – Fiduciary Representation
- Estate & Gift Taxes
- Wills
- Probate