Estate Planning
Personal Client Services
Our estate planning attorneys apply their creativity, knowledge of the law, and drafting skills to tailor cost-effective estate plans for each client’s circumstances. They do not use a one-size-fits-most approach. Depending on your circumstances, our attorneys are able to provide a wide range of services, including:
- Income, gift, and estate tax planning
- Prenuptial Agreements
- Marital Property and Domestic Partnership Agreements
- Probate avoidance
- Planning for the sale or retention of a family business
- Planning for the financial security of family members
- Planning gifts to charities and individuals
- Guardianship
- Special needs planning
- Durable Powers of Attorney for Financial Matters
- Powers of Attorney for Health Care and Living Wills
- Wills
- Trusts (including trustee services if requested)
- Revocable and Irrevocable Living Trusts
- IRA Protection Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Qualified Terminable Interest Property (QTIPs) Trusts
- Qualified Personal Residence Trusts (QPRTs)
- Grantor Retained Annuity Trusts (GRATs)
- Generation-skipping Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
Peace of Mind Through Organization
We also help clients organize their affairs to reduce the cost and simplify the administration of their estates. This includes coordinating beneficiary designations of life insurance policies and retirement plans, properly titling assets, and assisting with the collection of information that will be necessary for estate administration.
We Work With Your Trusted Advisors
Our attorneys will work directly with your accountant, financial planner, life insurance agent, and other professional advisors to ensure that the various components of your estate plan are integrated properly.