Estate planning and probate

Overview

The services our Estate Planning & Probate practice group provides primarily involve wealth transfer. Whether working with clients who have accumulated a small nest egg or hundreds of millions of dollars, we assist in ensuring their objectives are accomplished by developing tax-efficient and cost-effective strategies for wealth transfer between spouses, family members, friends, or in support of charitable organizations. We are motivated to help our clients achieve their wealth transfer objectives with their peace of mind being the ultimate result. 

Our estate planning services focus on helping individuals and families meeting their planning objectives and ensure their goals are carried out. This includes assisting with the preparation of:

• Wills
• Living trusts
• Health care powers of attorney
• Living wills
• Financial powers of attorney
• Irrevocable Trust for tax reductions using charitable and non-charitable strategies
• Irrevocable Trusts for non-tax reasons—asset protection, care of pets, special needs, for compliance with National Firearms Act
• Related documents

Our full range of Estate Planning & Probate services include the following:

• Probate and estate administration
• Trust administration
• Estate and trust litigation
• Transfer tax planning and audit representation
• Charitable planning
• Family foundation counseling