Estate Planning & Administration of Estates and Trusts
Preamble
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 matters relating to 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:
Estate Planning
We regularly:
- Prepare Wills, Trusts (including Revocable “Living” Trusts and Irrevocable Life Insurance Trusts), Durable Powers of Attorney and Health Care Powers of Attorney/Living Wills
- Advise clients on tax planning techniques, including charitable techniques
- Assist clients with business succession planning
- Implement other sophisticated estate planning techniques
Estate Administration
Our team of attorneys and paralegals will assist with the:
- Probate of wills and settlement of estates and trusts
- Establishment and funding of trusts
- Representation of beneficiaries of estates or trusts
Elder Law
Our elder law attorneys help clients with:
- Assisting mature adults, seniors and their families with navigating the legal and financial obstacles relating to the care of the elderly and preservation of their assets
- Helping clients plan for future living arrangements—whether long-term, in-home care or placement in assisted living facilities—while ensuring financial security for their spouses and dependents
Taxation
We regularly assist clients by:
- Providing guidance to identify and reduce the potential tax consequences resulting from the establishment of business enterprises, the structure of commercial and/or real estate transactions, asset acquisitions and mergers, and other wealth or asset transfers
- Helping clients minimize tax exposure with respect to personal income tax, taxation of business transactions and real estate transfer tax
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Our Estate Planning/Administration Team
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