Estate Planning & Administration

Our estate planning and administration attorneys assist clients with all aspects of estate planning, including wills and trusts, estate settlement, gift and income tax planning and trust administration. We represent a broad range of clients, including individuals, families, fiduciaries, and entrepreneurs. We strive to meet the unique planning goals of each client while minimizing estate and transfer taxes.

We provide clients with sound advice on structuring plans that will provide for the lifetime and postmortem transfer, as well as management of assets. This estate planning process usually involves an analysis of the consequences of gift tax, income tax, and estate tax of various transfers. Planning is important, especially when family real estate holdings or a closely-held business is involved, so that liquidation is not required to pay the estate tax

When planning, it’s also critical to consider the possibility of long-term care needs and minor children. Our attorneys design effective and creative plans, as well as draft the appropriate documentation to implement these plans. We also serve as executors and trustees for clients, providing a professional counterpart to a family member as a fiduciary.

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