Estate Planning & Administration

Our estate planning and administration services include the following:

 

  • Preparation of wills and trusts, durable powers of attorney, and health care proxies

  • Planning for distribution and management of closely-held business and real estate assets

  • Tax planning; estate, gift and generation skipping taxation and income taxation

  • Family limited partnerships

  • Asset protection

  • Medicaid planning

  • Probate, estate and trust administration

  • Appointment and representation of guardianships and conservatorships

  • Charitable trusts and private foundations

  • Will contests and estate and trust litigation

  • Counsel to banks and other institutions serving fiduciaries

  • Prenuptial agreements

  • Retirement plan distributions, rollovers, designated beneficiary rules, payment to trusts

  • Valuation discount planning

  • Business succession planning

  • Special needs trusts

  • Charitable tax planning

  • Reformation of trusts

  • Gift strategies, including but not limited to: fractional interests, GRATs, QPRTs, SCINs, split purchases, sales to grantor trusts, and intra-family loans