Estate Planning

Our estate planning attorneys provide personalized and comprehensive estate planning services for individuals and their families. We listen first to our clients’ needs and wishes and then work with them to formulate and implement an appropriate plan for the preservation and disposition of their assets. We offer highly personalized and sophisticated estate planning and wealth transfer services, 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 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.

We assist our clients in designing, implementing and maintaining appropriate estate planning documents, which can include:

• Wills
• Revocable and Irrevocable Trusts
• Charitable Remainder and Charitable Lead Trusts
• Trusts for Minors
• Irrevocable Life Insurance Trusts (ILITs)
• Qualified Personal Residence Trusts (QPRTs)
• Grantor Retained Annuity Trusts (GRATs)
• Spousal Lifetime Access Trusts (SLATs)
• Special Needs Trusts
• Powers of Attorney for Finances and Health Care
• Living Wills (Declarations to Physicians)
• Authorizations for Final Disposition
• Pre-Nuptial and Post-Nuptial Agreements
• Lifetime Gift Planning and Implementation
• Business Entities
• 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.