Wills, Trusts & Estate

We advise and assist individual clients in traditional trust and probate matters as well as with their estate planning and business succession needs. Our estate planning services range from simple wills to more sophisticated plans involving bypass trusts, irrevocable life insurance trusts, grantor-retained annuity trusts and business succession planning.

We employ a variety of legal approaches, including traditional wills, trusts, and business organizations such as partnerships, corporations, and limited liability companies in order to achieve our clients’ comprehensive estate-planning goals. Our clients range from high-net-worth individuals to owners of closely-held businesses, corporate executives and professionals who require sophisticated estate planning to minimize the impact of the federal estate tax.

Careful and thorough consideration to structuring a client's personal interests, investments and business affairs in order to mitigate risk should never be overlooked. We have advised many high net worth individuals, business owners and professionals on asset protection strategies. Our firm has been successful in creating and implementing tax-saving techniques and wealth protection strategies that limit potential future risks. A critical component of individual wealth preservation is minimizing income and estate taxes and business succession planning.

Our services include preparation and execution of wills, living wills, powers of attorney, lifetime and testamentary trusts, generation-skipping and irrevocable trusts and grantor-retained annuity trusts. We can also assist with probating of wills and the administration of trusts and estates and guardianship procedures. When necessary, we represent our clients in all areas of probate litigation, including representing parties to a will contest, prosecuting claims against executors, administrators and trustees, and defense of executors, administrators or trustees who have been sued.

probate law