Our firm concentrates its practice on estate planning and probate law. We provide a wide range of services, including the preparation of wills, trusts, durable powers of attorney for finances, and health care documents for people of various asset levels.
We have experience in intergenerational planning; planning for same-sex and non-traditional families; trusts for children, both minor and adult; planning for pets, including pet trusts; planning for blended families and second marriages; charitable and family gift planning; trust modification proceedings; and closely held business transactions.
We believe in listening to our clients and creating plans that reflect their wishes in the most harmonious as well as tax-efficient manner.
Estate and Trust Administration
Our firm has an active estate and trust administration practice. Our services in settling a decedent’s estate include assistance with the court probate process; advice regarding the transfer, valuation, and distribution of assets; trust administration and funding; fiduciary responsibilities; tax planning obligations; creditor claims; post-mortem planning; and the preparation of tax returns and family settlement agreements.
We provide advisory services to fiduciaries, including agents acting under power of attorney, Trustees, and Executors. In certain circumstances we serve as fiduciaries.
Our firm is experienced in representing clients in guardianship proceedings and in helping them navigate the resulting court requirements.