Estate Planning, Probate, and Trust Administration
Helping You Take Control of Your Future
When it comes to your estate plan, our goal is to help you transfer your wealth in a way that helps you achieve your goals while also minimizing taxes and transfer costs.
Our estate planning attorneys help clients with a variety of estate planning, probate, and trust administration tasks, including creating wills, trusts, durable powers of attorney, and advanced directive documents that support each client’s objectives, values, and needs.
We take pride in educating our clients about estate planning so they can be fully involved in the process, and feel confident in their plans for themselves and their families.
Decades of Expertise
Since our firm was founded in 1978, we’ve made estate planning, probate, and trust law major parts of our practice. Depending on your needs, you can choose to work with our most experienced trusts and estates attorneys, many of whom have over 30 years of individual experience and expertise in assisting high net worth clients, or one of our associate attorneys, who are the perfect fit for younger families whose financial needs are not as complex.
Estate Planning, Probate, and Trust Administration Services
Estate planning and probate and trust administration is a team effort, and we work closely with our clients’ other professional advisors — including financial planners, insurance professionals, accountants, business partners, and trust officers — to ensure each client’s estate planning documents support other areas of that client’s plan.
We assist clients in probate and trust administration, typically representing the personal representative of an estate and/or the trustee of a trust. We understand that probate and trust administration can seem daunting. Our goal is to help you streamline the transfer of assets while minimizing tax and transfer costs, time, and complexity.
Assistance with Tax-Deductible Charitable Giving
Our team assists clients with charitable giving, whether it’s a specific bequest in a will or trust, or the creation of a charitable organization. Our attorneys help clients create and properly file the required documents with the state and the Internal Revenue Service for public charities, private foundations, and community foundations, and continue to advise clients throughout the life cycle of such organizations to ensure adherence to federal and state requirements.
