Our goal is simple: to facilitate the efficient transition of wealth and assets in accordance with our client’s wishes, whether within families, between generations, or to charitable organizations. Count on us for not only our legal knowledge and experience to craft a plan to your needs, but also our personal approach and commitment to professional service.

Our trusts and estates practice includes:

  • Will and trust preparation
  • Trust funding
  • Formation of irrevocable insurance, qualified domestic, charitable remainder, and special needs trusts
  • Administration and settlement of estates
  • Trust administration, modification, and termination
  • Advice on probate avoidance
  • Income, estate, and gift tax planning
  • Lifetime gifting of assets to individuals and charity
  • Asset protection
  • Intergenerational wealth management
  • Family business succession planning
  • Trusts designed for minors, education, special needs, spendthrift protection, substance abuse, or other unique circumstances
  • Powers of attorney and advance directives
  • Proper asset titling and beneficiary designations
  • Pre and post-marital agreements
  • Preparation of estate, gift, and generation-skipping tax returns

Practice Team

Trusts & Estates