Our estate planning attorneys assist clients who have worked diligently throughout their lifetimes to establish financial security. Having an up-to-date estate plan is a crucial step in protecting and preserving an estate – regardless of its size. A comprehensive estate plan preserves an estate for the benefit of the intended beneficiaries in a directed manner while reducing or eliminating potential taxes and avoiding unnecessary court proceedings for issues such as a probate, conservatorship, and/or guardianship. Our attorneys bring their vast experience to assist clients in establishing and implementing their estate planning objectives and goals.
In many cases, post-death planning and administration of a client’s trust can be as important as the pre-death planning. Estate tax, trust, and probate laws are constantly changing and require proper advice and planning to navigate efficiently.
If a probate court proceeding becomes necessary, our attorneys have experience litigating in this area as well.
Our estate planning attorneys regularly counsel and represent clients in estate planning matters, trust administration, and probate-related proceedings.
- Revocable Living Trusts, Pour Over Wills, Durable Power of Attorney for Asset Management, and Advance Health Care Directives
- Credit Shelter Trusts, Qualified Terminal Interest Property Trusts (QTIP Trust), and Generation Skipping Trusts
- Family Succession Planning for Closely Held Business Interests
- Irrevocable Trusts including Life Insurance Trusts, Crummey Trusts, Irrevocable Trusts for Minors, Defective Grantor Trusts, and Qualified Personal Residence Trusts
- Family Limited Partnerships and Limited Liability Companies
- Charitable Planning and Gifting through Charitable Remainder Trusts, Charitable Lead Trusts, and various other means
- Domestic Partners, Same Sex Marriages, Non-Resident Non-Citizens, and Resident Non-Citizens
- Assist and advise trustee(s) following the death of the first trustor/settlor, including satisfying notice requirements and the division of the trust estate among subtrusts, as may be required, such as a Survivor’s Trust, Credit Shelter Trust, and QTIP Trust
- Assist and advise trustee(s) following the death of the last trustor/settlor including the preparation of an appropriate plan for preliminary distribution and/or final distribution based upon either pro rata or non pro rata distribution of the estate
- Assist and advise trustee(s) in collection of assets, valuation of assets, satisfaction of creditors, distribution of assets, and preparation of required account and reports to beneficiaries
- Consult and advise beneficiaries of their rights and assist in exercising the same to facilitate trustee compliance with their fiduciary duties, including the right to be kept informed, the right to information, and periodic account and reports by the trustee
- Assist and advise taxable estates in the trust administration process including valuation-related issues, coordination and review of estate tax returns, preservation of generation-skipping tax exemptions, and the efficient transfer of a person’s estate
- Preparation and filing of petitions for construction of a trust instrument, approve a trustee(s) account and reports, and/or to confirm property of a trust
Probate Related Proceedings
- Probate Administration of a Resident Decedent’s Estate
- Ancillary Administration of a Non-Resident Decedent’s Estate
- General Conservatorships
- Limited Conservatorships