Our estate planning and administration department enjoys helping our clients accomplish their goals by counseling them through all aspects of estate planning. We are committed to helping each client tailor estate plans that address their specific needs and circumstances. We assist with the creation of thoughtful and detailed plans that are designed to accomplish our clients’ goals, while avoiding probate proceedings and minimizing gift and estate tax liability. In addition to our estate planning services, we also guide trustees, executors and beneficiaries through the trust and estate administration process.
Our team handles a broad range of matters, including:
- Trust and Estate Administration
- Revocable an Irrevocable Trusts including:
- Living Trusts
- Special Needs Trusts
- Irrevocable Life Insurance Trusts
- Qualified Personal Residence Trusts
- Charitable Remainder Trusts
- Wills, Powers of Attorney and Advance Health Care Directives
- Estate and Gift Tax Planning
- Family Business Succession Planning
- Charitable Planning including donor advised funds and private foundations
