Estate Planning, Tax and Probate

Estate Planning, Tax and…

The focus of our firm's estate planning, tax and probate practice area is to assist clients in evaluating, analyzing and implementing their unique goals, both during their lifetime and at death, for the distribution and administration of their estates and to minimize estate and gift tax consequences.

Matters Include:

  • Estate Planning
  • Living trusts
  • Wills
  • Insurance trusts
  • Special needs trusts
  • Charitable trusts and gifts
  • Grantor Retained Annuity Trusts
  • Family Limited Partnerships and LLCs
  • Estate and trust administration
  • Estate, gift and income tax planning
  • Estate and gift tax preparation
  • Fiduciary income tax
  • Generation skipping transfer tax
  • Business succession planning
  • Asset protection
  • Elder law
  • Probate
  • Guardianships
  • Planning for disability
  • Health Care Power of Attorney
  • Durable Power of Attorney for Property
  • Living trust

Clients are counseled on the principles of estate planning, including available alternatives for their estates, planning for disability, complex principles of estate, gift and income tax laws, and options to plan their estates in the most tax efficient manner. Clients are advised of various estate planning techniques, including living trusts, utilizing marital deduction and exemption equivalents, lifetime giving using family limited partnerships, LLCs, charitable remainder trusts, and irrevocable insurance trusts. Clients are also counseled on planning for disability and the use of powers of attorney for health care and for property and living trusts.