Our firm offers legal services for estate planning, probate, trust and estate administration and small business establishment, We can refer established clients to other firms for personal legal services.
Our areas of expertise include estate and business formation with an emphasis on accomplishing your desired outcome, to include:
- Preparation of revocable living trusts to avoid the need for probate and to take maximum advantage of the estate tax exemption
- Preparation of wills, durable powers of attorney for asset management, and advanced health care directives to create a viable in-place plan
- Preparation of trusts to implement family wealth transfers to grandchildren and more remote descendants, including Generation-Skipping Transfer Trusts and Grantor Retained Annuity Trusts
- Planning via Irrevocable Life Insurance Trusts and Qualified Personal Residence Trusts
- Lifetime gifting strategies
- Business formation, including Sole Proprietorship, Partnerships, Limited Liability Companies, and Family Limited Partnerships
- Charitable planning, which may include charitable remainder trusts, charitable lead trusts, and private foundations
- Special needs planning
- Advising trustees, executors and beneficiaries
