Estates and Trusts

We carefully listen to our clients knowing that each client is unique.  Our goal is to advise our clients with the development of a solution for their respective goals that concerns the preservation, management and transfer of wealth to their heirs and others.  Factors such as taxes, testamentary desires, elder care issues, disability, and children are taken into consideration with the development of an Estate and Business Succession Plans. The following Estate and Trust services are provided to our clients:

Estate Planning
• Wills for all stages of life
• Estate and Gift Tax planning

Trust Planning
• Probate avoidance
• Trust for minor children, incapacitated and unsophisticated persons
• Irrevocable Trusts
• Revocable Trusts
• Education Trusts
• Charitable Trust
• Grantor Retained Annuity Trusts

Life Planning & Elder Care
• Powers of Attorney
• Health Care Proxies
• Living Wills
• Guardianships
• Medicare
• Special Needs

Business Succession Planning
• Buy-Sell Agreements
• Employee Stock Option Plans
• Younger Generation Transfer

In addition, disputes between family members happen and we are ready to represent your estate on fiduciary matters including breach of fiduciary duty, will contests, construction of Wills and contested accounting.