Estate Planning and Administration

Our Firm has expertise in estate planning practice and elder law. Our attorneys practice in all areas of personal succession, business succession, insurance and asset protection planning. We are therefore able to provide a full range of estate planning services at a very reasonable cost to individuals and families who have “typical” assets and family goals as well as to the business owner who has assets that include a family business and consequently difficult transfer and succession tax issues. We work with accountants, financial planners and other advisors to develop and implement comprehensive strategies to achieve our clients’ diverse goals.

Business succession planning includes numerous techniques of passing control and ownership of a business from one owner or group of owners to the next generation of owners. Many of our business estate planning clients own “family” businesses where proper planning can affect the financial welfare of several generations. A proper plan is essential to the continued financial stability of a family business.

Insurance planning includes the difficult issues of identifying insurance needs and structuring life insurance ownership to meet those needs. Our attorneys, in addition to assisting and advising the client on insurance issues, have a wide range of experts to draw upon to consult with the client.

Asset protection planning is a diverse area of estate planning. Family limited partnerships and limited liability companies can be used to protect a client’s assets from spurious lifetime claims and liabilities and to assist in the transfer of those assets to a younger generation.

Estate planning is a complex area that often involves many related areas of the law. Our clients frequently face complicated real estate, tax, corporate and pension planning issues that have a significant impact on their estate plans. The skills of our estate planners and their ability to draw upon the expertise of specialists in other departments of our Firm ensure that our clients will have a comprehensive, effective estate plan to meet their particular needs and wishes.