Our estate planning group handles estates of all sizes and complexities, working alongside clients to develop comprehensive plans that are both legally secure and personally sensitive, with an overall goal of minimizing taxes, court fees and legal costs. Each client’s story and circumstance is unique. We always begin by gaining a thorough understanding of their situation so that solutions are personalized, relevant and respectful of the real family dynamics at hand. We believe in empowering our clients with a clear sense of the estate planning process from the outset so that they feel confident through the decision-making process. We value transparency and communication at every step.
We also represent clients with estate administration, navigating family members through the administration and distribution process, including probate court, property transfers and federal and state estate tax filings. We handle charitable gift agreements, representing clients on either side of the gift.
Our estate planning and administration group includes attorneys, paralegals and other support staff who work together in a team structure, allowing us to offer superb service that is accessible, timely and cost effective. We collaborate with other areas of the firm to provide creative solutions to challenges involving real estate, businesses or other matters; trust and estate litigation is a particular strength, supported by our highly competent litigation group.
- Administration of trusts
- Charitable trusts
- Establishment of private foundations
- Gift annuities
- Interpretation of trust documentation
- Planned giving proposals
- Preparation of estate tax returns
- Probate and trust litigation
- Probate estate administration
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