Wills, Trusts, Estate Administration and Litigation

We work closely with clients to develop individualized estate plans that reflect their unique circumstances and objectives. Our services include:

• Wills and Revocable Living Trusts
  Preparing wills, revocable trusts, and related documents to facilitate the orderly disposition of assets, protect beneficiaries, and avoid unnecessary probate proceedings.
• Irrevocable Trusts and Advanced Planning
  Structuring irrevocable trusts for tax planning, charitable giving, asset protection, special needs planning, and wealth preservation across generations.
• Powers of Attorney and Advance Directives
  Drafting financial powers of attorney, health care proxies, and living wills to ensure clients’ wishes are respected in the event of incapacity.
• Tax Planning and Wealth Transfer Strategies
  Advising on federal and state estate, gift, and generation-skipping transfer (GST) tax implications; structuring tax-efficient gifting, family limited partnerships, and other planning vehicles.
• Medicaid Planning
  Protecting and preserving assets in preparation for long-term care and qualification for Medicaid.

• Business Succession Planning
  Analyzing succession strategies for all types of businesses to retain key employees and ensure viability of management structure.