Estate Planning & Administration of Estates & Trusts

• The preparation of wills and trusts (including revocable “living” trusts to avoid or reduce probate costs, and irrevocable life insurance trusts)
• Crafting durable powers of attorney, health care powers of attorney and living wills, and, more generally, providing elder law advice
• Counseling on taxation (federal and state death and income taxes), including post-death tax planning for estates and trusts
• Business succession planning, including Buy-Sell Agreements
• The implementation of sophisticated estate planning techniques, including Family Limited Partnerships or LLC’s, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts and Intentionally Defective Grantor Trusts
• Special needs planning for families with challenged loved ones, including the preparation of special needs trusts
• Assisting executors and trustees with administration, whether simple or complicated
• Modifying trusts, where appropriate, under the Uniform Trust Act, including post-death modifications to reduce applicable taxes

Contact our estate planning and estate administration attorneys and learn how we can help you protect the people and things that matter most.