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 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) • 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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