Wills, Trusts and Estates

Estate Planning
Our estate planning attorneys custom design estate plans to meet our clients’ needs using wills, trusts, family partnerships, and other structures.  An estate plan also generally includes preparation of power of attorney documents and living wills.  We advise clients on lifetime and charitable gifts and other planning strategies to minimize the taxation on wealth transfers and provide assistance with business succession and other transition planning.  We work with your financial planners, accountants and other professionals to determine an optimal strategy to achieve your objectives.  We also assist individuals with the preparation of marital agreements and guardianship and conservator appointment proceedings.

Probate and Litigation
Our firm provides complete probate and estate administration services.  We work closely with personal representatives to identify, inventory and appraise estate property, prepare and file estate tax returns and distribute property as directed by a will or state law.  We also handle creditor claims, will contests, breach of fiduciary issues, financial mismanagement allegations and disputes among heirs as part of the closing of an estate.