Estate Planning and Administration of Estates and Trusts
Committed to excellence, personal service, and responsiveness, our Estate Planning/Administration team advises individuals on estate planning matters and strategies and advises executors and trustees on the administration of estates and trusts.
Services
Our extensive knowledge in both estate planning and administration provides our clients with a full range of services, which include:
Representative Work
- Handled probate of a will and settlement of a high-profile family estate, including multiple trusts
- Created a special needs trust for a family with a son who has autism
- Helped two daughters plan for their mother’s future living arrangements and protect her assets
- Formed a family limited partnership for a wealthy client to centralize management and save transfer taxes
- Helped a spouse obtain tax relief under the innocent spouse provisions of the Internal Revenue Code
Representative Clients
- Business owners
- Multi-generational families
- Widows and widowers
- Newly-married couples
- Corporate executives
- Professionals
