Estate Planning

Our Estate Planning section offers extensive experience in all areas of estate and trust planning. Members of this section are experts in structuring the ownership of clients’ assets and in assuring effective and trouble-free transfer of wealth upon death or disability, while seeking to minimize income, gift, estate, “kiddie” and generation-skipping transfer taxes.

Firm lawyers routinely prepare wills and trusts of all degrees of complexity, medical and financial powers of attorneys, directives to physicians, designation of guardians, and other planning documents; assuring that these documents are properly executed and easily retrievable.

Members of this section ensure that each document reflects all changes in the applicable substantive and tax law. Firm lawyers work closely with a client’s accountants and financial planners to devise and execute a tailor-made estate plan.

The Firm guides clients through estate administration and the preparation of federal estate and state inheritance tax returns. The Firm’s experience with fiduciary matters also provides expertise in fiduciary accounting, income tax planning and the management and disposition of assets.

The Firm also actively assists its clients with probate matters, trust and estate administration (including preparation and filing of federal and state estate tax and fiduciary income tax returns), guardianship matters, will contests, fiduciary liability actions, and other litigation relating to the estate and probate area.