Practice Areas

Estate Planning

Estate Planning ServicesOur firm is dedicated to providing first-class service to our clients on all aspects of their estate planning matters.   We are dedicated to working with clients to navigate the legal complexities that are often involved in the estate planning process.

The typical core estate plan generally includes the execution of a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney, Pre-need Guardianship Designation and Advance Directives, such as the designation of Health Care Surrogate and Living Will.

In addition to drafting the core estate plan, we also advise our clients on tax planning strategies involved in estate planning to help minimize the effects of estate, gift, and generation skipping transfer taxes.

Additional Estate Planning Services Offered

We represent personal representatives in probate court to administer the estate after the death of an individual.  We also provide federal estate tax return preparation services, post-death tax planning, and handle creditor controversies.   We also represent trustees in the administration of trust assets including providing advice to the trustee in the distribution of trust assets, fiduciary accountings, fiduciary income tax returns, and general overall maintenance of trust assets.

As part of our comprehensive analysis in the estate planning process, we help implement tailored plans to assist our clients with wealth preservation and asset protection strategies.  Our firm also helps clients implement proper tax and corporate planning strategies to most effectively preserve their assets.

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