Trusts, Estates & Probate
Not everyone needs a comprehensive estate plan. Sometimes a very simple and inexpensive plan is sufficient.
The firm’s estate planning services include all matters relating to the design, drafting and implementation of a comprehensive estate plan. Our services include a complete estate analysis and the use of tools such as wills, living trusts, irrevocable life insurance trusts, charitable trusts, supplemental (special) needs trusts, Q-Tip marital deduction trusts, “Crummey” trusts, family limited partnerships, limited liability companies, durable powers of attorney for business and health care matters, gift-giving and asset protection.
Careful planning also includes planning for health care needs and incapacity, effective utilization of government programs and planning after a death in the family. Our firm has the training, skills, interest and compassion to serve all of your needs in these areas, including estate administration, trust administration and probate. We counsel executors, trustees and beneficiaries.
- Estate Planning (Trusts, Wills, Powers of Attorney)
- Asset and Closely Held Wealth and Business Succession
- Supplemental (Special) Needs Trusts
- Charitable Trusts
- Trust Administration
- Probate
