ESTATE PLANNING AND PROBATE
Our firm counsels individuals and families in all aspects of estate planning. We tailor our services to the needs of each of our clients, guiding them to make appropriate and prudent long-term planning decisions which match their personal goals and preserve assets. Also, our firm frequently assists fiduciaries and beneficiaries with day-to-day administration of trusts and probate estates.
We work closely with our clients to create trusts, wills and powers of attorney which meet their personal needs and long-term goals. Our firm's size enables us to remain attentive and thoughtful as we focus on each of our clients' matters. Often, ownership of a family business or a closely held company significantly impacts a client's estate planning. We endeavor to ensure that our clients' business succession plans dovetail with their estate planning goals. Similarly, ownership of real estate is a crucial matter affecting generational planning, and our active real estate practice complements such planning issues.
In Probate Court, we represent fiduciaries in all aspects of the administration of probate estates, from opening the estate, to preparing and filing accounts, administering and disbursing assets, and finalizing the settling of the estate. During the course of handling an estate, we partner with our clients to help them properly navigate the probate process and achieve practical and beneficial outcomes.
Our Estate Planning and Probate capabilities include:
- Estate Planning, Wills and Trusts
- Trust Administration
- Probate Administration
- Business Succession Planning
- Asset Protection Planning
- Financial Powers of Attorney
- Advance Directives
- Probate and Trust Litigation
- Guardianship Matters
- Establishment of Charitable Trusts