Proven expertise in handling a wide range of trusts and estates matters, including both estate planning and the probate and administration of trusts and estates.
We represent successful individuals in all aspects of their estate planning. We prepare trusts and wills that address our clients’ tax and personal goals, as well as those documents necessary during incapacity.
Trust Administration
In addition, we represent individual and corporate executors of estates as well as trustees of trusts in all aspects of administration, including probate. Our vast experience and expertise permit us to advise fiduciaries during all phases of administration, including litigated and non-litigated matters. In representing fiduciaries, we handle the preparation and settlement of accounts, the funding of sub-trusts, as well as representation during disputes and contests.
No matter the type of business, we represent a wide variety of business owners regarding their succession plans. We assist in determining how to transfer ownership to partners or to family members and strive to pass on ownership interests according to our client’s goals, keeping in mind the tax consequences associated with each decision.
We represent successful individuals in all aspects of their estate planning, including the preparation for long-term health care planning. We prepare trusts and wills that address our clients’ tax and personal goals well as those concerns related to nursing home care and home health care services.
Succession planning affects everyone who has an interest in the business – family members, partners and key employees. We help build the bench strength of organizations to ensure long-term health, growth and stability.