Tax & Estate Planning

The attorneys in our estate planning and administration group work with clients to develop a comprehensive and integrated plan for wealth transfer, preservation and administration. We try to take the time to thoroughly interview and explain to our clients the various options that are available to achieve their goals based upon their individual financial circumstances and the needs of their families. In addition to estate planning, we provide administrative services and legal representation for executors, trustees, and beneficiaries. Our estate planning and administration services include:

  • Estate and Gift Tax Planning
  • Succession Planning
  • Trust Administration
  • Probate and Estate Administration
  • Trustee and Executor representation
  • Trust and Estate litigation
  • Ancillary Probates
  • Family limited partnerships and limited liability companies
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts
  • Asset Protection Trusts
  • Wills
  • Powers of Attorney
  • Advanced Healthcare Directives
  • Medical Information Releases
  • Guardianships
  • Conservatorships
  • Adoptions