Wills and Trusts

We provides a variety of services for individuals and private industry, handling legal matters involving tax-sensitive estate planning, estate administration, probate proceedings, and providing advice for charitable organizations and related planning and litigation matters.

Our estate planning services including the following:

• Wills and trusts that provide intricate details about the transfer of personal wealth during life and after death.
• Powers of Attorney (Medical and Estate) and Directives to Physicians (also known as a “living will”).
• Legal advice on tax issues including income, estate, gift, inheritance and generation-skipping taxes.
• Estate planning through inter vivos gifts, insurance planning, various "estate freezing" techniques, and charitable gift planning.
• Organization and assistance in the administration of closely-held entities, family limited partnerships, limited liability companies and estaorations, including buy-sell agreements and employee benefit planning.
• Representation of the client before the Internal Revenue Service in various estate and gift tax matters.
• Income tax planning for trusts and their beneficiaries.
• Estate and income tax planning for decedents’ estates, surviving spouses, and beneficiaries of estates.
• Trusts for providing health care and property management for incapacitated or elderly clients or relatives of clients. (Includes what are also known as “Miller Trusts”).
• Drafting marital property agreements, powers of attorney, designations of guardian, and partnership contracts.

Probate Proceedings

Our services through the probate courts include the following:

• Appointments of guardians for incapacitated or elderly clients or relatives of clients.
• Advancing court action for the declaration of individuals as the beneficiaries of a deceased’s estate where there is no will.   (“Heirship” proceeding).
• Representing executors in probating decedents’ wills.
• Litigation services to advance or contest the probating of wills and the disposition of an estate.
• Assistance to administrators seeking appointment and in complying with court requirements for the administration of an estate.