Estate Planning and Administration Practice

Wills, Trusts, and Other Wealth Strategy Tools

We assist individuals and families in developing and implementing plans for the transfer of assets to chosen beneficiaries during lifetime and upon death. We listen and learn from our clients, and consider their overall personal objectives in creating a viable and proactive strategy. We gather financial and personal information, family facts and discuss with each client their personal and business goals. Our designed plans address such matters as wealth accumulation, retirement planning, education needs of children and grandchildren, illness and disability planning, succession planning, and disposition of assets at death.

Our goal is to help you transfer assets and wealth with efficiency and the least amount of administration costs. The following are some of the strategies we consider in protecting your individual and family legacy:

  • Wills
  • Trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Advanced Health Care Directives
  • Living Wills
  • Dynasty Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • Special Needs Trusts
  • Beneficiary Deeds
  • Asset Protection Planning
  • Blended Family Planning
  • Charitable Planning

Protecting your personal assets and wealth for the future is critical and one of the greatest gifts you can give your family. Let us lead you in developing a personal estate and wealth plan. If you would like to speak with us regarding our estate planning practice, contact us for initial consultation.

Probate and Trust Administration

In addition to providing you with proactive planning services, we have significant experience in advising and representing executors, trustees, fiduciaries, and beneficiaries in various estate related matters, including:

  • Probate and Estate Administration
  • Trust Administration
  • Conservatorships and Guardianships
  • Trust and Estate Litigation
  • Will Contests
  • Breach of Fiduciary Duty Actions
  • Trust Modification and Termination
  • Trustee or Executor Removal Actions

Whether you are trustee, executor, fiduciary, beneficiary, or creditor, we can advise and assist you with issues related to trust or estate administration. If you are a trustee, executor, or personal representative of an estate, we can advise you on fulfilling your duties. If you are a beneficiary, heir, or creditor, we can advise you of your legal rights. We can help you become or appoint a guardian or conservator for a relative or friend, and assist you with the ongoing court process. We can also assist you with terminating a guardianship or conservatorship, removing or replacing a trustee, and breach of fiduciary duty claims.

If you have an estate or trust related matter, contact us to see how we can assist you.