Estate Planning & Probate

Our estate planning and probate attorneys have the knowledge and experience you can trust to counsel, design, and implement plans specially tailored to protect and distribute your assets to or for those you care about, and minimize tax burdens in the process. Services include:

  • Wills
  • Trusts, including multi-generation and special needs trusts
  • Life insurance planning
  • Limited partnerships
  • Retirement plan beneficiary designations
  • Distribution planning
  • Planning for disability
  • Gift and estate tax planning
  • Marital property agreements
  • Charitable gift planning

We also work with clients during difficult and, often, emotional times following death or disability.  Our attorneys provide reliable counsel and representation to beneficiaries of trusts and estates, as well as the executors, administrators, trustees, and guardians of estates of the incapacitated or deceased.  Our services include counsel and representation of clients in:

  • Administration of estates
  • Estate and trust accountings
  • Postmortem estate planning, including disclaimers, preparation of federal income, gift, and estate tax returns, and partition and distribution of estates
  • Family settlement agreements
  • Construction and interpretation of wills and trusts
  • Will contests and other litigation involving trusts and estates