Areas of Practice

Estate Planning and Administration

Estate planning serves as a valuable gift to loved ones and is important regardless of the size of the estate. An effective plan will provide security during life, carry out your wishes on death, and simplify the administration process for your beneficiaries.  Our firm places an emphasis on building long-term relationships and being responsive to our client’s needs.  We seek efficient, straight-forward solutions and are often able to provide services on a flat-fee basis.  In addition to wills and living trusts, we are experienced in planning for disabilities and special needs; charitable planning; lifetime gifting; and crafting plans for same-sex couples and non-traditional families.

For larger estates, tax planning is often a focus and estate planning is an important element of overall wealth management.  We are skilled in working with other financial professionals, including accountants, financial planners, and an insurance specialists, to craft a comprehensive plan that minimizes taxes and maximizes wealth for future generations.  We are also adept at formulating business-succession plans and ensuring that the transfer of a family business does not interfere with the ability for a client to provide for other beneficiaries.

Our office also provides counsel and guidance with probate and trust administration matters.  We strive efficiently guide successor trustees and executors through the administration process; assist them in carrying out their fiduciary duties; and advising them of opportunities for post-mortem planning.  With our extensive litigation experience, we are able to provide highly effective representation in contested cases.

Whether your estate is large or small, simple or complex, our firm has the background and breadth of experience to meet your needs.