Estate planning and probate services

Charitable planning

Many of our clients have philanthropic objectives. We assist with lifetime and deathtime disposition that accomplish these objectives. Planning strategies can be as simple as an immediate cash gift to as complicated as gifts involving multiple trusts, life insurance, and private foundations.

Our services include preparation of:
  • Charitable remainder trusts
  • Charitable lead trusts
  • Public charities
  • Private (family) foundations
  • Pledge agreements



Jeffrey P. Consolo profile image

Jeffrey P. Consolo

Michael G. Riley profile image

Michael G. Riley

Michael P. Witzke profile image

Michael P. Witzke

Katherine Esshaki Wensink profile image

Katherine Esshaki Wensink

Adrianna Agosta Nichol profile image

Adrianna Agosta Nichol

Roger L. Shumaker profile image

Roger L. Shumaker

Bernard L. Karr profile image

Bernard L. Karr

Brian J. Jereb profile image

Brian J. Jereb