The focus of the firm’s trust and estate planning practice is to assist families and individuals in transferring their wealth and assets. Our job is to raise issues you have not thought about in order to preserve wealth and transfer assets consistent with your goals, desires, and personal values. When it is time to implement the planning and actually transfer wealth, you can rely on an efficient and effective transfer
Our services include:
- Standard estate planning, including revocable living trusts, wills, advanced health care directives, powers of attorney, and
transfers of assets to revocable living trusts.
- Complex estate planning, to reduce the impact of the federal
estate tax. Complex planning also includes strategies for Family
Limited Partnerships and LLCs, Qualified Personal Residence
Trusts, Defective Grantor Trusts, Irrevocable Life Insurance
Trusts, and Grantor Retained Annuity Trusts.
- Administration of Trust and Probate estates in order to carry
out the wishes of the family and to quickly transfer assets to the
beneficiaries. Serving as a fiduciary in a trust or estate matter is a
significant responsibility and with our help fiduciaries fulfill their
legal responsibilities efficiently and effectively while minimizing
the high risk of litigation.
> Expert preparation of Estate
- Expert preparation of Estate and Gift tax returns, which are
critical tasks in implementing any trust or estate that is subject
to the federal estate tax. Our firm has extensive experience in
the preparation and defense of these specialized returns.
The firm is focused on preserving your wealth through the correct use of valuable estate planning.
The firm frequently collaborates with clients’ other personal advisors, including CPAs, accountants, life insurance representatives, financial planners, and other professionals.
Your estate’s risk of litigation is minimized by anticipating issues. With experience in trust and estate litigation and tax controversy, the firm provides comprehensive strategies to preserve your wealth while minimizing your exposure.