Estate Planning, Probate, and Tax
The firm’s estate planning, probate, and tax lawyers work closely with clients to understand their personal needs, family objectives, and financial considerations, emphasizing the tax consequences of estate planning.
- Wills, including wills creating testamentary trusts or containing pour-over provisions
- Trusts, including living (or inter vivos) and charitable remainder trusts
- Representation of trustees, executors and administrators
- Living wills
- Transfers of real and personal property outside of probate
- Probate, including all documents and distribution of assets
- Probate litigation, including will contests, determination of undue influence, fraud and misrepresentation,
- and representation of beneficiaries
- Tax planning
- Estate tax return planning and preparation
- Audits and administrative appeals
For further information regarding the firm’s estate planning practice, please contact: