Trusts and Estates
Effective estate planning is simplified for our clients by our expert legal knowledge and experience. Our goal is to facilitate an efficient transition of wealth and assets within families, between generations and to charitable organizations. Client confidentiality is of utmost importance in the work we do.
Our trusts and estates practice includes:
- will and trust preparation
- advice on probate avoidance
- income, estate, and gift tax planning
- trust funding
- lifetime gifting of assets
- wealth management
- family business succession planning
- charitable gifting
- formation of irrevocable insurance, qualified domestic, and special needs trusts
- administration and settlement of estate (see Probate and Trust Administration)
- trust formation, administration, modification and termination (see Probate and Trust Administration)
- powers of attorney and advance directives
- proper asset titling and beneficiary designations