Estate Planning and Probate

Estate Planning and Probate

Our estate planning and probate lawyers offer a full complement of legal services our clients have come to expect. We have significant experience with the laws affecting the transfer of our clients' property, but we also recognize the complexities and the sensitivities of family and personal issues. Our estate planning and probate group maintains strict confidentiality when addressing the needs of our clients and works to maintain trusted family relationships. We represent business owners and executives, families, individuals, successful entrepreneurs, charitable organizations and corporate fiduciaries.

Our attorneys counsel clients in estate planning and wealth preservation. We prepare wills, address business succession issues, and use innovative and sophisticated trusts to reduce income, estate, gift and generation-skipping taxes. We assist clients with planning to avoid the personal and financial risks of incompetency through the use of living trusts and powers of attorney. Our attorneys advise clients on the tax advantageous integration of life insurance and retirement benefits into their estate plans.

We furnish our clients with services for probate and estate administration, including admitting the will to probate, advising the executor on estate administration issues, preserving the estate's assets from creditor's claims, and filing inheritance, estate and income tax returns for the estate. These same services are provided on a regular basis for our clients serving as guardians of the person and estates of incapacitated persons. The attorneys in this area have considerable skill and experience in handling will contests, estate tax audits by the IRS and disputes between heirs. We also provide expertise in the area of trust law - advising trustees and beneficiaries on all issues of compliance, fiduciary duties, and legal rights. Our clients include both individuals and institutional trustees.