Our firm has experience in providing all aspects of estate planning, from drafting estate planning documents, to guiding family members through informal and formal probate actions as well as litigation resulting from ambiguous and disputed provisions of wills or trusts.  This experience provides us with the capability to provide competent legal counsel for our clients and their families whether they are a young family just starting into their careers or are retired and looking to protect and preserve their hard earned assets for the benefit of their children, grandchildren or charity.

We provide individualized services to our clients in both estate planning and administration.  We recognize that every person’s estate is unique, requiring sensitive attention to details.  Our focus is on providing professional, effective advice in a personal but efficient manner so that our clients know that their concerns are important to us.

Because every case is unique, we provide a wide variety of services in estate planning and administration.  For those clients needing estate planning services, we

*  Discuss and draft property rights documents such as pre-marital agreements

*  Facilitate lifetime gift-giving plans

*  Provide estate and income tax planning advice

*  Draft wills

*  Explore various trust options and prepare appropriate documents such as revocable living trusts, irrevocable

insurance trusts and charitable trusts

*  Draft asset management powers of attorney

*  Address health care concerns and prepare powers of attorney for health care or directives to physicians

*  Focus on wealth preservation issues such as the transfer of family businesses, protection from creditors

and qualification for government benefits and services.

In the field of estate administration, we

*  Advise executors and administrators regarding their duties and draft all necessary documents in probate proceedings

*  Provide services to professional and non-professional trustees and fiduciaries in connection with trust administration,

termination and litigation

*  Represent beneficiaries in estate or trust proceedings

*  Provide tax advice, draft income and estate tax returns and represent fiduciaries in tax proceedings

*  Draft documents for non-probate transfers of property