Our experienced attorneys are sensitive to each individual client’s goals, which are often very personal in nature. Our practice ranges from all of the traditional aspects of personal estate planning (simple wills, revocable trusts, irrevocable trusts and family business entities to estate, trust and guardianship administration (including the representation of both fiduciaries and beneficiaries in contested probate and trust matters). We also advise clients on methods and tax effects of charitable giving and have assisted in the establishment and operation of private and publicly supported charitable organizations.

Based upon a client’s desires and needs, we prepare estate planning documents, such as Wills and Trusts containing simple or complicated tax and distribution provisions, Family Limited Partnerships (FLPs), Irrevocable Life Insurance Trusts, Irrevocable Gift Trusts, Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), Charitable Remainder Trusts (CRUTs and CRATs), and many other sophisticated estate planning devices.

We also work cooperatively with other professionals in providing estate and trust administration services to our clients including post-mortem tax planning, income, estate, gift and generation-skipping taxes, as well as planning for closely held businesses, real estate, artwork and other unique properties.

In the unfortunate event that litigation arises, our estate planning attorneys assist our clients with:

• will contests
• trust contests
• discovery of assets actions
• presenting and defending estate claims
• contested and uncontested guardianships and conservatorships
• removal of personal representatives/trustees
• judicial amendment or revocation of trusts
• declaratory actions construing (interpreting) trusts and wills
• breach of fiduciary duty actions