Estate Planning

Estate Planning

Our estate planning attorneys provide personalized and comprehensive estate planning services for individuals and their families. We listen first for our clients’ needs and wishes and then work with our clients to formulate and implement an appropriate plan for the preservation and disposition of family assets. We offer highly personalized and sophisticated estate planning and wealth transfer services to accommodate the needs of our clients, from estate plans for those engagements where estate taxes are not a major concern, to specialized engagements for larger estates involving sophisticated estate planning techniques designed to reduce transfer taxes, protect assets, and preserve family wealth. We consult with the individual with respect to particular family needs and objectives and we offer advice on estate planning techniques designed to avoid the probate process. We offer expertise in planning for individuals who are interested in charitable giving and our work is highly customized to the specific needs of the individual and his or her family.

As part of our estate planning practice, we prepare wills and various types of trust agreements, and, where appropriate, organize business entities (such as a family limited partnership). We also prepare health care power of attorney and durable power of attorney instruments. We assist individuals with transferring assets to accomplish estate planning objectives. We also assist individuals with preparing appropriate beneficiary designation forms for distributions from non-probate assets such as life insurance and retirement plan accounts.

We assist our clients in designing, implementing and maintaining appropriate estate planning documents, which include:
• Wills
• Trusts
• Revocable and IrrevocableTrusts
• Charitable Remainder and Charitable Lead Trusts
• Trusts for Minors
• Irrevocable Life Insurance Trusts (ILITs)
• Qualified Personal Residence Trusts (QPRTs)
• Grantor Retained Annuity Trusts (GRATs)
• Special Needs Trusts
• Powers of Attorney for Finances and Health Care
• Living Will (Declaration to Physicians)
• Authorizations for Final Disposition
• Pre-Nuptial and Post-Nuptial Agreements
• Lifetime Gift Planning and Implementation
• Preparation of Beneficiary Designations for life insurance and retirement plan accounts

In addition, we provide compassionate personal support and legal counsel in the settlement and administration of estates and trusts.

Wills-Estate Planning.pdf

Marital Property.pdf