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)