Estate Planning

Our attorneys have earned a reputation for experience, expertise and creativity in the development of sophisticated estate and financial plans designed to maximize asset protection and minimize taxes.  Through the use of wills, trusts and various business entities, we have delivered successful business succession planning, estate tax minimization, and efficient probate-free wealth distribution between generations.

Services:

·      Probate and Estate Administration

·      Legacy Trusts

·      Charitable Lead Annuity Trusts

·     Grantor Retained Annuity Trusts

·      Dynasty Analysis of Current Estate Plan

·      Estate Document Drafting

·      Estate and Gift Tax Return Preparation

·      Charitable Giving and Administration

·      Annual Gifting Execution

·     Annual Gifting Tracking and Administration

·      Legacy Management

·      Pre-Nuptial Agreements

·      Post-Nuptial Agreements

·      Divorce Filling and Execution

·      Creation of Child Advocacy Plans

·      Creation of Pet Advocacy Plans