Trusts & Estates

Our team is dedicated to meeting a wide array of clients’ estate planning and family law needs. We are keenly aware that decisions made around estate planning and family law matters can be emotionally charged, stressful and have long-lasting effects on your family. That’s why we provide clients with the information and guidance to make informed choices and achieve the most positive outcome in their case. We pride ourselves on being sensitive and responsive to all of our client’s needs – whether emotional or financial – and we offer quality legal representation underpinned with understanding and compassion.

Trust & Estate Planning

Our Estate Planning Services range from simple, yet essential estate planning for every phase of life, from college through retirement, to more sophisticated planning needs. We customize each client’s estate plan to address the basic goals of accumulation, preservation, administration and tax-efficient distribution of wealth, while minimizing taxes and maximize asset protection. We try to get to know our clients on a personal level so that we can truly understand their individual needs and those of their families and businesses.

We invest time in educating and counseling our clients on methods for lessening disputes or misunderstandings and ensuring that common mistakes are avoided. By reviewing the benefits, risks, complexities and practical aspects of each plan, we make sure clients understand their plan and work together with them to update and adapt it as their family dynamics change over time. We also work alongside our clients’ other family advisors, including accountants, financial planners, investment advisors, office managers and insurance agents, to best assist with planning, implementation and administration of their estate plan. Our ultimate goal is to build long lasting relationships with clients and their families from generation to generation.

Every client, regardless of age or family dynamics, should have certain documents that are essential to protecting and providing for one’s family. Our Basic Estate Planning Services include preparation and implementation of these vital planning documents:

  • Wills
  • Powers of attorney
  • Health care powers of attorney
  • Living wills
  • HIPAA authorizations

Our Advanced Estate Planning Services include preparation and implementation of Basic Estate Planning Documents as well as preparation and implementation of trusts, family limited liability partnership formations, family limited liability formation, and business succession planning documents. We work with each client to address tax issues, complex family dynamics and business planning services.

Estate Administration

When the time comes, we guide clients through the emotionally charged and often difficult estate administration process. This includes preparing documents required by the court, assisting with the preparation and filing of estate and inheritance tax returns, collecting assets and paying debts, protecting the estate plan adopted by the decedent and other aspects of the estate administration and probate process. We also address various tax elections, disclaimer options and other post-death planning needs with clients, such as updating estate plans and business succession plans.

Family Fraud Prevention

Financial elder abuse and scams occur at an alarming rate. We advise vulnerable clients and their families on how to avoid falling prey to scams and financial fraud. In the event someone is victimized, we work with clients and their families to recoup financial losses and consequences for the scammers.

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