Estate Planning and Probate
Our firm’s Estate Planning and Probate practice serves as a partner and resource for our clients. We counsel and advise individuals, families, charitable organizations, trustees and executors facing decisions about disposition of assets, estate and gift taxes, and related family dynamics.
The firm’s primary service areas include:
Estate Planning— Prepare Wills, Revocable Trusts and ancillary documents. Structure lifetime trusts, limited liability companies and family limited partnerships. Advise clients on complex wealth preservation and asset protection techniques.
Charitable Planning – Advise on lifetime and testamentary charitable giving, establish charities, private foundations and donor-advised funds, and create of charitable trusts.
Business Succession Planning – Facilitate discussions related to continuity of business ownership, consider strategic options for business disposition, and draft buy-sell and related business agreements.
Estate and Trust Administration— Represent executors in administration of an estate. Advise trustees on interpretation of trust instruments. Assist fiduciaries with gathering and distributing estate or trust assets. Assist clients with Guardianship proceedings. Represent beneficiaries of estates and trusts.