Estate Planning

Thinking of You and Your Family


Estate planning is the term generally used to describe the process of planning for the lifetime and postmortem disposition of a client’s assets in a manner which achieves not only the client’s personal objectives, but also a reduction of federal and state estate taxes and avoidance of the time and expense associated with probate court administration.  We provide our clients the full range of estate planning services, including those required by the owner of a business to insure that the ownership of the business passes intact and as intended. 

Our hallmark in this planning process involves the development of a customized blueprint that provides every client a visual summary of our recommended planning strategies so that the plan, in most cases, can be priced and approved by the client before our attorneys draft the sophisticated legal documentation required to implement the recommended planning strategies. 

Our estate planning and probate practice includes the following:

Individual Estate Planning

  • Guardianships and Conservatorships
  • Health Care Powers of Attorney and Medical Directives
  • Life Insurance Planning
  • Living Wills
  • Property Powers of Attorney
  • Tax Planning
  • Trusts – Revocable and Irrevocable Trusts, Qualified Terminable Interest Trusts, Family Trusts, Marital Trusts, Generation Skipping and “Dynasty” Trusts, Educational Trusts, and Special Needs Trusts
  • Trust Administration
  • Wills

Business Succession Planning

  • Asset Protection
  • Entity Selection, Formation, and Operation
  • Buy-Sell Agreements
  • Purchasing and Leasing Assets
  • Tax Planning

Probate

  • Breach of Fiduciary Duty
  • Fraudulent Transfers
  • Citations to Discover Assets
  • Probate Administration – Inventories, Accounting
  • Removal of Executors and Trustees
  • Theft, Mismanagement of Estate, and Improper Withdrawal
  • Trust Contests
  • Will Contests

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