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Estate Planning Services

Estate Planning Services

The Trusts and Estates Practice handles all aspects of our clients’ family and tax matters, including gift and estate tax planning, estate administration, charitable planning, elder law planning and family business arrangements. We take the time to listen and understand the needs and goals of our clients when designing an effective estate plan, and guide them through the complex and emotional issues associated with making important decisions that will impact their personal and financial interests and affect their family and their business.

Specifically, our Trusts and Estates Practice offers a wide-range of services in the following areas:

  • Wills, both Simple and Complex
  • Revocable Trusts/Living Trusts
  • Life Insurance Trusts
  • Special Needs Trusts
  • Medicaid Compliance
  • Gift, Estate and Generation-Skipping Transfer Tax Planning
  • Business Succession Planning
  • Prenuptial Agreements
  • Charitable Planning Using Charitable Lead and Charitable Remainder Trusts
  • Family Private Foundations to Achieve Philanthropic Objectives
  • Powers of Attorney; Health Care Proxies and Living Wills
  • Proper Titling of Assets

When appropriate, we incorporate many advanced tax-saving methods and estate planning techniques available for federal and state taxable estates. These estate planning procedures include the following:

  • Marital Trusts
  • Estate Plans for Non-U.S. Citizens
  • Disclaimer Trusts
  • Credit Shelter Trusts
  • Qualified Personal Residence Trusts
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