Estate Planning

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.

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.

2010 - present