Practice Areas: Estate and Trust Planning/Administration
The Estates and Trusts Services Group counsels clients on many estate planning, estate administration, trust and tax issues affecting individuals and their property. A thorough knowledge of tax, trust, and probate laws is the centerpiece of the Estate and Trust Planning group. The attorneys in this practice possess academic or professional credentials that are in addition to the degree of juris doctor. For clients with a substantial range in property values and types of assets, our attorneys provide counseling and advice in trust, estate and tax matters affecting Wills, Powers of Attorney or Proxy Directives, Living Wills or Instruction Directives, Revocable or Living Trusts, Asset Protection Trusts, Dynasty or Perpetual Trusts, Retirement Account Inheritance Trusts, Life Insurance Trusts, Personal Residence Trusts, Grantor Annuity Trusts, and Charitable Trusts, to name a few. Frequently, attorneys in this practice group will work with business owners or shareholders and structure succession and wealth transfer plans to accomplish multiple family and business objectives in a tax efficient or tax cognizant manner.
To schedule an appointment with one of our lawyers concentrating in this practice, click on an attorney listed below for contact information.
Please feel free to direct inquiries and referrals concerning Estate and Trust Planning/Administration matters to: