The Estate and Trust Practice Group
The Estate and Trust Practice Group provides personalized multi-faceted estate planning services to clients and their advisors. We assist our clients in planning their estates both during their life and after their death to minimize the costs of probate while maximizing their tax benefits. We help to structure our clients’ assets as they are acquired so that they will have more control and flexibility with the least amount of financial impact on the estate.
The scope of services provided by our Estate & Trust lawyers includes:
- Simple and Complex Wills
- Revocable Trusts
- Irrevocable Trusts
- Insurance Trusts
- Living Trusts
- Durable Power of Attorney
- Health Care Declarations
- Business Succession Planning
- Charitable Trusts
- Family Limited Partnerships
An essential aspect of the estate planning program is to involve our clients in making informed decisions. Whether your estate is $100,000 or $100,000,000, it is critical to manage your business so you can minimize your family’s costs and stress in administering your estate. We strive to make that happen. Perhaps the greatest single testament to our group’s success is the firm’s track record of representing individuals, families and businesses over several generations.
