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Services Available
Estate Tax The practice provides services to individuals and families, focusing on income, and estate and gift tax minimization, and advice to meet their estate planning objectives. Services include preparation of wills, living trusts, health care powers of attorney and living wills, financial powers of attorney, charitable trusts, and related documents. Probate and Trust Administration Experienced in the administration of probate estates, our attorneys, with the assistance of experienced paralegals, gather and record all assets, prepare all probate and non-probate forms, and transfer documents. They are also skilled in the preparation of estate income tax returns, federal and state estate tax returns, and planning for the orderly distribution of assets to heirs. Frequently, clients request members of the department to serve as executor or trustee for their estates and trusts. Trust Administration We are experienced in the art of administering trusts and implementing tax savings strategies that increase the net value of the inheritances received by clients' families. We also coordinate matters with investment managers and assist on distributions to beneficiaries. Succession and Tax Planning Dealing with company succession planning is a critical component of an estate plan, and is one of the most difficult subjects faced by business owners. Proper succession planning also protects unprepared family members from decisions connected with owning, selling, and managing the family business, should an abrupt occurrence create the demand for immediate oversight.
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