Estate Planning

With our broad experience in estate planning, probate and trust administration we can help you understand which of the following tools will best work for you:

Tax and Estate Planning
We counsel clients in planning their estates in a manner which effectively minimizes their income, gift, estate and generation-skipping tax liabilities. Additionally, our sophisticated trusts and estates practice regularly counsels individuals, families, and business owners on tax issues relating to wealth preservation, asset protection and management. Because our firm regularly advises business entities such as corporations, partnerships, LLCs and joint ventures, we are able to design and implement buy-sell and stock restriction agreements, and advise on other strategies which can be used to fund those buy-outs.

We help individuals and business entities of various sizes arrange their estate planning affairs. Such projects can vary widely, ranging from wealth transfers and multi-generational planning to corporate recapitalizations which may affect or facilitate business founder buy-outs. Our trust and estates attorneys provide a high level of sophistication and expertise; a number of our attorneys are Certified Specialists in Estate Planning and Probate law. Our firm, no matter the size of the estate, remains focused on providing our clients individualized attention.

Our firm advises clients on financial, retirement and personal planning matters, including wills, living trusts, and powers of attorney; estate planning and administration; estate litigation; preparation of revocable and irrevocable trust agreement to hold life insurance, personal residences, and other assets; establishment of conservatorships and guardianships, business continuity planning, charitable giving, preparation of buy-sell agreements for closely-held business entities, and the formation of family limited partnerships, and limited liability companies.

Links to our Estate Planning Articles

  • Simple will
  • The proper titling for Real Estate
  • Living Will
  • Proper Planning for family pets
  • Power of attorney for financial
  • Personal Residence Trusts
  • Power of attorney for health care
  • Charitable Remainder Trust
  • Living (Revocable) Trust
  • Charitable Lead Trust
  • A/B (By-Pass) Trust
  • Family Limited Partnership
  • Q-Tip Trust
  • Business Buy-Sell agreements
  • Q-Dot Trust
  • Alaska Trusts
  • Generation Skipping Trust
  • Updating estate plans
  • Life Insurance Trust
  • Private Foundations
  • Off-Shore Trusts
  • Probate