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Estate
Planning and Administration
The firm
provides a wide range of services in the areas of estate
planning, estate administration and probate. Its goal
is to assist families in protecting and transferring their
wealth while minimizing taxes and insuring that all of
the client's wishes and directives are met.
The
firm's expertise in estate planning includes the preparation
of:
- Revocable
living trusts to avoid probate
- Wills,
both complex and simple
- Irrevocable
trusts for gifting
- Life
insurance trusts as a tool to minimize taxes
- Charitable
lead and remainder trusts
- Powers
of Attorney for property, finances and health care
- Pre
and post marital agreements
The
firm also has handled many court and administrative proceedings
relating to:
-
Decedent probate estates
- Trust
administration
- Conservatorships
and guardianships
- Will
contests
- Estate
and trust disputes
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