Trusts & Estates

Counseling individuals, families, and closely-held businesses, the Firm’s Trust & Estates Practice Group preserves clients’ wealth during their lifetime and enables our clients to transfer valued assets from generation to generation while minimizing tax burdens to the greatest extent achievable. The Trusts & Estates Group also assists fiduciaries in the fulfillment of their trust duties.

• Simple and Complex Wills
• Estate Planning
• Tax Planning
• Asset Protection
• Foundations and Trusts
• Living Wills
• Health Care Proxies
• Durable Powers of Attorney
• Insurance Trusts
• Grantor Retained Interests Trusts
• Revocable Living Trusts - Probate Avoidance
• Charitable Planning Limited Liability Planning
• Family Limited Partnerships and Limited Liability Companies
• Business Succession Planning
• Retirement Benefit Planning
• Pre-nuptial and Post-nuptial Agreements
• Contested Probate
• Contested Administration
• Contested Accounting and Valuations
• Discovery Proceedings to Recover Assets
• Miscellaneous Surrogate Court Proceedings
• Trust Litigation
• Guardianship Proceedings - Contested and Non-Contested
• Medicaid and Medicare Planning
• Elder Law Planning