Estate Planning and Probate
We assist our clients with the preparation of wills and trusts, powers of attorney, life insurance transactions and strategic planning for retirement benefits. We also offer estate and trust administration, including valuing and probating estate assets, preparation of estate tax returns and post-mortem tax planning.
Wills and Trusts
We work with our clients to identify their particular estate planning needs and to design and implement all types of estate-related documents, including:
Simple and complex wills and trusts
Living wills and advance health care directives
Revocable and irrevocable trusts
Family and individual business continuation arrangements
Guardianships and conservatorships
Powers of attorney
Charitable trusts and family foundations
Family limited partnerships
Dynasty and Generation-Skipping Trusts
We provide advice regarding wealth transfer and charitable giving strategies. Over the years, our attorneys have utilized a variety of techniques to meet the unique estate planning objectives and identify the appropriate strategies for our clients, including high net worth individuals.
We advise individuals and families, private businesses, and financial institutions on tax planning, including tax implications of estate plans, business structures and investments. We also represent clients involved estate and trust tax disputes with the Internal Revenue Service and state taxing authorities.
We assist our clients with charitable and lifetime gift planning, including preparation of charitable remainder and charitable lead trusts and formation of private foundations, including advice regarding tax qualification of operating foundations and supporting organizations.