Estate Planning and Probate
Assisting clients with estate planning is an intensely personal process, from choosing how to create and implement a plan to pass the client’s legacy to providing guidance after the death of a loved one. Our attorneys work with clients to ensure that their plan reflects their desires, and that they have a clear understanding of how their plan works, and why it takes the form that it does.
In providing guidance for the administration of trusts and estates we work with family members as beneficiaries and as fiduciaries to see to it that the deceased’s plans are carried out as intended and beneficiaries are kept informed on a timely basis regarding the progress of trust or estate administration. We take a collaborative approach to the administration process, routinely coordinating our efforts with the deceased’s accountants and financial advisors.
Areas of Focus:
- Wills and Trusts
- Living Wills and Powers of Attorney
- Probate and Trust Administration
- Business Succession
- Tax Planning Charitable Giving
- Private Foundations