Estate Planning, Estate Administration + Probate

The Estate Planning practice group works with clients to design, implement, and update estate plans to accomplish family and business goals, to protect assets, and to minimize taxes.  Flexible and innovative approaches are used to coordinate personal, corporate, partnership or other related tax matters.  This helps assure the orderly disposition of assets upon dealth, as well as smooth transition of business interests.  In addition, clients are assisted with the difficult process of administering a family member’s estate.

  • Wills, Trusts + Powers of Attorney
  • Irrevocable Life Insurance Trusts
  • Estate Tax Planning for Large Retirement Balance
  • Estate + Gift Tax Returns
  • Formal + Informal Probate Proceedings, Remainder Trusts, Charitable Lead Trusts + Private Foundations