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Probate & Estate Planning

Probate & Estate Planning

Personal estate planning services constitute a significant segment of our practice. We emphasizes a personal approach to client concerns in providing complete estate planning and administration services for individuals and their families. We recognize that this subject is extremely confidential and important to our clients, and we value their trust.

We are experienced in advising clients in the accumulation, retention, and disposition of their estates, and our planning services include advice on both income tax planning and estate, gift and generation- skipping tax planning.

Our services include preparing wills and counseling clients regarding the use of trusts for both tax and personal purposes. We counsel clients on tax and personal planning for both children’s education and aging parents’ care. We are frequently consulted to assist in the advantageous planning of gifts to charitable organizations, transfers of family real estate and other liquid assets, and transfer of closely-held business interests. Creative methods can be used to reduce the impact of death taxes as well as the delay caused by the probate process. We have an extensive probate administration practice in the handling of trusts, estates and guardianships, as well as extensive experience and expertise in probate litigation relating to estates and trusts.