We provide a full range of specialized estate planning, tax, and personal financial services for individuals and business owners throughout Vermont, New Hampshire, and upstate New York. The firm also handles the administration of trusts, probate estates, probate & trust litigation, and the preparation of estate, gift and fiduciary income tax returns.
The firm regularly provides legal services to several of Vermont's larger corporate fiduciaries, including the interpretation of trust documentation and the resolution of issues affecting fiduciaries and trust and estate beneficiaries. We also represent numerous non-profit organizations relative to planned giving proposals submitted to them by their donors, including review of charitable trusts, gift annuities, pooled income funds and the like. We assist wealthy clients in establishing their own private foundations.
The Estate Planning and Administration group includes attorneys, paralegals, and other support staff who work in a team structure. In this way, we are able to offer clients service that is personalized, accessible, timely and cost effective. We also work closely with others in the firm in their areas of expertise to provide coordinated and creative solutions to the needs of our clients, including those involving real estate, business, litigation, and other matters.