Estate Planning

ESTATE PLANNING AND ELDER LAW

The firm provides a full array of estate planning and gift planning services from drawing basic wills, living trusts, powers of attorney and living wills, to drafting more complicated credit shelter trusts, special needs trusts and family limited partnerships. We provide complete estate planning advice to minimize death taxes and maximize the property being transferred upon death. In addition, we represent clients whose loved one may be in need of a guardianship or conservatorship or alternative plans for addressing issues relating to incapacity and minors.

ESTATE ADMINISTRATION AND PROBATE

The firm conducts probate administration of estates and assists in the transfer of non-probate assets as well as trust administration and tax-related services. We provide advice to beneficiaries relating to their financial situation and the transition of property to them, including relevant tax advice. We also provide zealous representation in litigation controversies involving wills and trusts and issues of mental competency.