- Strategies to avoid probate, minimize taxes, and preserve wealth
- Strategies for family circumstances such as second marriages and special needs children
- Succession planning for transitions, wealth transfers, and liquidity planning
- Planning for lifetime incapacity, durable power of attorney, healthcare proxies, and living wills
- Planning for wealth replacement with irrevocable insurance trusts
- Preparation of Crummey Notice
- Private foundations, qualified personal residence trusts (QPRTs), charitable remainder trusts (CRTs), and family limited partnerships
- Probate and tax
- Establishing guardianships/conservatorships
- Investment supervision of trusts
Our firm provides a wide range of estate planning services, from sophisticated planning for the high-net worth client to simple plans for young families. We are dedicated to building long-lasting relationships with our clients and their families and often engage in planning for multiple generations within a family. In addition to their roles as a family advisor, many of our estate planning attorneys have earned advanced degrees in tax law and can provide specialized legal proficiency that many other firms cannot provide. We focus on recent and anticipated developments in applicable law and on specific cutting-edge techniques for protecting you, your spouse, and your family. Our professionals are sensitive to your needs and we have a true concern for the well-being of you and your family. We value being a trusted family advisor. Our estate planning and administration services include: