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Trusts and Estate Planning

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. Our team of attorneys can prepare a comprehensive estate plan tailored to your family’s unique goals and circumstances. We help to ensure an efficient transition of wealth from one generation to the next, while protecting your financial interests and reducing your tax liability.Our attorneys offer a complete array of estate planning services, including:


  • Drafting wills, trusts, irrevocable life insurance trusts, grantor retained annuity trusts, qualified personal residence trust, charitable remainder trusts, as well as ancillary documents such as durable powers of attorney, health care proxies and living wills

  • Business succession planning, including creation of family limited partnerships and LLCs and sales to intentionally defective grantor trusts

  • Retirement planning

  • Premarital and postmarital planning

  • Education planning

  • Charitable giving and philanthropy

  • Special needs planning

  • Probate and estate administration

  • Preparation of estate and gift tax returns

  • Judicial accountings and trust reformations

  • Probate litigation and other court proceedings concerning wills and trusts

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