Estate Planning and Trust Law
Our firm works with individuals and families to help protect assets and plan for the transfer of wealth and assets upon death. Our approach is a collaborative one that involves working with our clients and their accountants and tax professionals to create a workable estate plan which minimizes payment of taxes. In addition to working with individuals and families, we also work with business clients to help them protect the assets of their principals and to plan for transition of ownership upon the death of key principals. Our firm also represents Trustees, Personal Representatives, beneficiaries and heirs, in trust and probate litigation and disputes.
- Preparing Wills-Preparing Trusts (Revocable, Irrevocable, Inter Vivos, and Testamentary)
- Preparing Right to Die/Healthcare Directives
- Living Wills, and Powers of Attorney
- Representation of Trustees
- Representation of Beneficiaries
- Trust Litigation
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