Estate Planning & Probate


Estate Planning & Probate

Our relationships with our estate planning clients do not just end after the estate plan has been put into place.

After our clients' estate planning documents have been signed, we are pleased to respond at any time thereafter to their request that we review their estate plans, or the then-applicable estate tax provisions and other relevant laws, for the purpose of determining whether we would suggest any changes. In fact, we recommend that clients consult us for that purpose at least once every three or four years or whenever their circumstances change in any material way.

Legal services related to estate planning and probate are a substantial part of our practice. This can include:

  • Consultation regarding the manner in which clients wish to transfer their property to their families or charitable beneficiaries;
  • Estimates of the tax consequences of implementing clients' goals and advice regarding alternative methods by which those goals may be carried out;
  • Preparation of documents necessary to implement clients' plans, including Wills, trust agreements, powers of attorney, living wills, and other documents that may be required; and
  • Supervision of execution of documents and implementation of clients' plans.

We are also often called upon to represent the Personal Representative or Trustee in the process of administering a decedent's estate. Services in this area include probate proceedings, post-mortem tax planning, and distributions of assets.

Estate Planning

    Business Succession Planning
    Charitable Giving
    Charitable Trusts
    Community Property Agreements
    Domestic Partnerships
    Durable Powers of Attorney
    Dynasty Trusts
    Estate Taxes
    Family Limited Partnerships
    Gift Taxes
    Grantor Retained Interest Trusts
    Health Care Powers of Attorney
    Irrevocable Life Insurance Trusts
    Joint Tenancy
    Life Insurance
    Living Wills
    Personal Residence Trusts
    Prenuptial Agreements
    Restricted Fund Agreements
    Revocable Living Trusts
    Special Needs Trusts
    Special Power of Attorney
    Supplemental Needs Trusts
    Trusts for Pets
    Uniform Transfers to Minors Act


    Asset Valuation
    Creditors' Claims
    Distribution of Assets
    Estate Administration
    Estate Taxes
    Nonprobate Asset Transfers
    Small Estate Affidavits
    Trust Administration
    Will Contests

Alternative Dispute Resolution (ADR)

    Trust & Estate Dispute Resolution Act (TEDRA)


Personal Injury

Personal Injury

A major part of our practice includes personal injury work on behalf of injured people and their survivors. 

We emphasize careful and swift pursuit of injury claims. These claims are often the result of automobile collisions or other types of negligence situations. Although we will always seek to prepare and structure a case for settlement, the filing of a lawsuit is often necessary. 

We aggressively follow the court rules to move a lawsuit as quickly as possible to trial. As trial attorneys, we attempt to efficiently move our clients' cases toward jury trial or settlement in as short a time as possible. We place a high priority on complete, careful, factual, and expert evaluation of our clients' claims.  

We have made the commitment to handle a substantial number of cases on the basis of "no recovery - no fee."* We believe that people who are injured and possibly unable to work or afford attorney fees have a right to legal representation and access to the judicial system in order to recover adequate compensation for their personal losses.

Personal Injury law includes the following: 

Motorcycle Accidents

Serious/Catastrophic Injuries

    Burn Injury
    Head/Brain Injury

Truck Accidents

Wrongful Death

Alternative Dispute Resolution (ADR)



Accidents & Personal Injury

   Construction Site Injuries
   Dog Bites & Animal Attacks
   Premises Liability
   Slip & Fall
   Sports Injuries

Auto Accidents

    Drunk Drivers
    Felony Auto Accidents
    Neck & Back Injuries
    Uninsured Motorist Insurance

Bicycle Accidents

Intentional Injuries

    Assault & Battery
    Police Misconduct
    Sexual Assault
    Vehicular Assault

* However, clients must be responsible for their costs (such as medical records, filing fees, deposition charges, etc.) in order for us to comply with the Rules of Professional Conduct. 


Personal Injury Questionnaire





Business & Commercial Law

Business & Commercial Law

We assist clients with business formation and governance, as well as provide legal advice as to their transactions, contracts, employment law issues, leases, collection of delinquent accounts, and any related litigation.

We represent a number of small and medium-sized businesses and their owners, as well as several nonprofit organizations and churches.

Business Successions

Buying & Selling
Closely Held Businesses
Directors’ & Officers’ Liability
Joint Ventures
Limited Liability Companies (LLCs)
Limited Partnerships
Nonprofit Organizations
Professional Corporations & LLCs


Creditors' Rights
Debt Collection/Relief/Harassment
Debtor Examinations
Locating Funds
Personal Property Executions
Real Property Executions
Supplemental Proceedings


Commercial Law

Breach of Contract
Contract Disputes
Contract Drafting & Review
Employment Contracts
Loans & Lending
Non-Compete Contracts
Sale of Goods
Secured Transactions
Uniform Commercial Code

Alternative Dispute Resolution (ADR)





In every closing, we stay in close contact with all the parties involved, including the real estate agents, mortgage brokers, lenders, title insurance companies, and especially the homeowners, buyers, and sellers, to make sure the transaction goes smoothly.

In 2002, we opened our Escrow Services Division, which includes escrow services for both real estate transactions and refinances. We will promptly request and compile the necessary information and monitor the file for completeness in order to ensure an efficient closing. 

As attorneys, we are uniquely qualified to serve as escrow agents. We know that real estate transactions can be complicated, and our legal knowledge and experience allows us to explain the process to those involved so that all parties will be satisfied with the result. Further, our rates for escrow services are very competitive with, if not much lower than, most other escrow companies.