Estate Planning and Estate & Trust Administration

Our firm provides services in all areas of estate planning, including the drafting of Wills, Trusts, and other documents, including Powers of Attorney, Health Care Powers and Authorizations, Living Wills, and Advance Designations of Conservator. We offer advice on the estate and gift tax consequences of dispositions of our clients’ assets both during life and upon death, and on the treatment of special assets such as real estate and business interests. Depending on the specific situations of our clients, our planning may be focused on the use of federal and state exemptions with respect to estate, gift and generation-skipping transfer taxes, credit shelter trust planning, and various forms of lifetime gift transfers, including life insurance trusts, qualified personal residence trusts, grantor retained annuity trust, and family partnerships. An essential area related to the foregoing functions concerns advice regarding the appointment of executors, administrators, trustees and guardians for minor children.