Wills, Estates & Trusts

Many clients of the firm are private or family business enterprises, both large and small. As a result, our estate planning lawyers are well aware of the needs of the owner-entrepreneur. Our goal is to help our clients arrange their personal and business affairs in the most efficient and advantageous manner possible.

We work closely with our clients and their other professional advisors to develop a customized estate plan. We use vehicles like tax-planned trusts and wills to accomplish our client’s personal objectives while minimizing adverse tax consequences, including the reduction of probate taxes. We are very experienced in current tax planning and future succession planning for family and private businesses, and work closely with our clients to achieve their estate planning goals.

Our lawyers have extensive experience in all aspects of estate planning from the conception and implementation of the estate plan to the eventual administration of the estate. Upon incapacity or death, we represent and advise Estate Trustees, beneficiaries, heirs, surviving spouses and other family members. When disputes arise in the administration of an Estate, we provide experienced counsel to assist in their resolution, whether by litigation or other dispute resolution mechanisms.

AREAS OF OUR WILLS, ESTATES & TRUSTS PRACTICE INCLUDE: