Our estate planning attorneys represent clients looking to transfer moderate assets, to those that need a comprehensive wealth transfer plan to manage significant personal and business wealth. Each estate plan we create is customized to the goals of our clients, whether that is to transfer assets upon death while maintaining minimal tax consequence, or to establish a business succession plan. Some of the estate planning services our firm provides include:
- Business Succession, Exit and Shareholder Planning
- Charitable Planning
- Estate and Gift Planning
- Estate and Trust Administration
- Irrevocable Trusts
- Preparation of Estate Tax Returns
- Probate and Trust Litigation
- Wealth Transfer
- Wills, Revocable Trusts and Powers of Attorney
In addition to assisting clients to establish an estate plan, the skilled attorneys at our firm provide representation for all aspects of probate and trust administration. We have extensive experience representing our clients in probate court and advising executors and trustees on the administration of wills and trusts.
We ensure that our clients’ wishes are met by providing customized representation when navigating the complexities of estate planning, business succession, and probate and estate administration.