Wills, Trusts, Estate Planning & Probate

Estate planning is important to ensure the orderly transfer of family assets, as well as to protect those assets from unnecessary taxation. We can assist with pre-death planning and transfers, as well as making the decisions as to what type of estate structure is best for you and your family. Good planning requires expert legal advice. Without it, the potential or unintended gifts, unnecessary taxation, and family discord increases immeasurably.
 

We can help you create an estate plan that will preserve your legacy. Depending on your circumstances and intentions, our advice and work can range from simple wills to complicated trust instruments.

Our attorneys offer the following assistance:

• Drafting Wills, Trusts, Codicils, and Powers of Attorney
• Preparing Health Care Directives and Living Wills
• Creating Family Business Succession Plans with emphasis on each family's particular goals and values
• Evaluating estate and gift tax issues and structuring planning options to minimize tax obligations
• Administering and assisting clients with probate proceedings, conservatorships, and guardianships
• Advising on Medicaid, Medicare, Nursing Home and Elder law issues
• Handling disputed estate and probate matters in litigation, arbitration, or mediation formats

Estate Planning Bulletin - Winter 2009

Estate Planning Bulletin - Summer 2009

Estate Planning Bulletin - Summer 2010

Estate Planning Bulletin - Fall 2010