Estate and Trust Planning, Probate & Administration

Estate and Trust Planning, Probate & Administration

We advise our clients on a wide variety of estate and trust planning matters, ranging from simple to the extremely complex, incorporating gift and estate tax strategies for high-net-worth individuals and families. Our estate and trust planning services are geared towards achieving the clients’ objectives for the distribution of assets following their death, reducing tax and administrative expenses, and avoiding conflicts among family members. In addition to estate and trust planning, we advise clients in all aspects of the probate process and in the administration of estates and trusts.

Preparation of Wills, trusts, financial powers of attorney, and advance directives for healthcare
Preparation of complex estate planning documents, such as charitable remainder trusts, charitable lead trusts, spousal lifetime access trusts, intentionally defective grantor trusts, and family limited liability entities
Advising clients in the probate process and the administration of trusts and estates
Obtaining the appointment of executors named in Wills and administrators for estates where there is no Will
Advising beneficiaries regarding their interests in estates and trusts
Assisting with fiduciary disclosure and reporting requirements