Trusts and Estates

We provide a broad range of trusts and estates services to our clients. We assist our clients in developing, implementing, and monitoring comprehensive estate plans which address all of their goals and concerns. We also work with families to administer the estates of family members who have passed away. In addition, we assist our clients with trust administration, asset protection strategies, guardianships and probate litigation matters. Our attorneys regularly provide services in the following areas:

Estate Planning

  • Wills
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts/Supplemental Needs Trusts
  • QPRTs
  • Charitable Remainder & Lead Trusts
  • Private Foundations
  • GRATs
  • Durable Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • HIPAA Releases

 

Estate Administration/Probate

  • Advising executors and administrators
  • Probate of testate and intestate estates
  • Preparation of federal and state estate tax returns
  • Post-mortem planning

 

Trust Administration

  • Advising family, corporate and professional trustees on all aspects of trust administration
  • Serving as trustee for clients and their families

 

Asset Protection

  • Limited Liability Companies (LLCs)
  • Prenuptial Agreements
  • Irrevocable Trusts
  • Homestead Declarations

 

Medicaid/Nursing Home Planning

  • Advanced and Crisis Planning
  • Irrevocable Trusts
  • Annuities

 

Guardianships

  • Minors
  • Disabled Adults

 

Probate Litigation

  • Representing both fiduciaries and beneficiaries
  • Contested and uncontested matters