We carefully design estate plans to achieve the objectives of our clients. Our areas of representation include:
Estate Planning/Advanced Planning
- Revocable Trusts
- Financial Powers of Attorney
- Advance Health Care Directives
- Installment Sale Transactions
- Irrevocable Trusts such as Charitable Remainder Trusts, Irrevocable Life Insurance
- Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Generation-skipping Transfer Trusts
Estate and Trust Administration
Our attorneys and paralegals have extensive experience in the area of Estate and Trust administrations, including asset allocation planning, sub-trust funding, the creation and funding of various sub-trusts, trust accountings, the preparation and filing of federal estate tax returns, post-mortem income tax planning, and the use of disclaimers.
We represent clients in probate administrations involving estates of all sizes and complexities, ranging from simple estates to large estates comprised of business interests and residential and commercial real property.
Guardians and Conservatorships
We represent clients in guardianships and conservatorships, including any and all initial court filings, preparation of court accountings, coordination with court investigators and appearance at scheduled court hearings.
Court Matters re: Trusts
The firm will handle court matters related to trusts, where court approval is needed, and will prepare any and all initial court filings, and appearance at scheduled court hearings.