
The Firm's experienced estate-planning attorneys and staff are well-equipped to provide advice on current planning techniques for
estates of all sizes. The changing tax environment makes Estate Planning and Estate Administration more complicated and more important
than ever. The Firm focuses on clients' needs and provides recommendations carefully designed to meet those needs.
The Firm is proud that other lawyers, accountants, financial advisors, and insurance professionals regularly recommend the Firm
to their clients for their estate planning and administration needs.
Wills • Estate Planning and Wealth Transfer Planning • Gift Planning • Revocable Trust Planning • Family Limited Partnerships and
Family Limited Liability Companies • Irrevocable Trusts • Irrevocable Life Trusts (ILITs) • Charitable Remainder and Lead Trust
(CRATs and CRUTs) • Grantor Retained Trusts (GRATs) • Sales to Intentionally Defective Trusts • Premarital and Postnuptial
Agreements • Business Succession Planning • Dynasty Trust Planning • Conservatorships and Guardianships
Counsel to Personal Representatives, Trustees and Beneficiaries • Estate and Trust litigation including contested estates
and trusts • Estate and Inheritance Tax Returns • Estate Administration • Internal Revenue Service Audits • Trust
Administration
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