Estate Planning Attorneys - Estates, Trusts, & Estate Administration


Estate Planning Guide Estate Planning Guide (532 KB)

Estate Planning Questionnaire Estate Planning Questionnaire (301 KB)

Our attorneys understand and address the private and significant personal and family issues that are involved in estate planning and administration. We strive to help clients preserve personal wealth and plan for and implement its transfer in a manner that achieves the personal objectives of the client, while minimizing related tax related costs and undesirable delay and expense.

We provide:

  • Estate planning.
  • Estate administration.
  • Estate litigation.

How We Can Help:

Our attorneys create and assist in:

  • The review, drafting and implementation of estate documents and plans.
  • Counseling clients on the best methods to pass monies on to the next generation in the most tax efficient and economic manner possible.
  • The administration of estates and trusts, including the handling of probate and other judicial proceedings.
  • The resolution or litigation of disputes regarding: wills, trusts or estates, including probate challenges, contested accountings, contested guardianships and other litigation, as required.
  • Providing estate, gift, generation-skipping transfer and fiduciary income tax and other advice to fiduciaries or to individuals who have interests in trusts or estates.

Our Services Include:

  • Preparation of wills and trusts, living wills and powers of attorney.
  • Living wills, healthcare proxies and powers of attorney.
  • Establishment of guardianships and conservatorships.
  • Charitable giving tax planning.
  • Preparation of fiduciary income tax returns and estate tax returns.
  • Probate and trust and estate administration.
  • Estate challenges and contests.
  • Formation and operation of limited liability companies.
  • Preparing pre-marital and post-marital agreements.
  • Preparing buy-sell agreements for business owners.

We help clients understand and accomplish what is necessary for keeping assets in the family, despite the death or disability of family members, or the impact of the ever changing tax laws.

Please call us to schedule a free, no-obligation consultation to review your estate planning or related concerns.