We start by defining your values and objectives, and we build your estate plan around them. We create estate plans for everyone from individuals with simple needs to families with complex wealth transfer tax planning objectives.
Probate & Estate Administration
We advise personal representatives, trustees, and beneficiaries on probating wills, administering estates and trusts, and resolving disputes.
We assist older people, those with special needs, and their families with the legal aspects of aging and care, including Medicaid qualification, guardianships and conservatorships, and special needs trusts.
Business Formation & Succession
We form business entities and help clients transition businesses to the next generation. We understand the unique concerns facing family businesses.
Disputes & Expert Testimony
In representing fiduciaries and beneficiaries in disputes over trusts and estates, we focus on cost-effective resolution. Several of our attorneys serve as expert witnesses in disputes cases.
We help individuals, families, fiduciaries and businesses identify tax issues, plan considering taxes, prepare returns, and resolve disagreements with the taxing authorities.