Trusts &
Estates

Planning & Administration

 

  • Estate and gift tax planning – for families as well as high net worth individuals, including:

    • Succession planning for owners of closely-held businesses

    • Family limited partnerships

    • Life insurance trusts

    • Charitable giving and charitable trusts

  • Probate and estate administration

  • Family estate settlement agreements

  • Planning for potential incompetency as well as currently disabled individuals

  • Spendthrift trusts

  • Asset protection trusts

  • Planning to avoid probate

  • Financial and medical powers of attorney,

    directives to physicians

  • Marital property agreements