• More than five decades of estate planning & administration

Estates & Trusts Practice Group

In basic estate planning for individuals and families, we carry out your interests, making use of legitimate tax planning techniques.

Basic Estate Planning
Every individual should have three basic documents in an estate planning portfolio: Last Will and Testament, a General Durable Power of Attorney and a Health Care Declaration, or "Living Will." Our attorneys can also assist you with elder law counseling and medicaid planning.

Sophisticated Estate Planning
Using advanced estate tax saving techniques, our attorneys draft documents to help preserve your wealth for you and your heirs. Some of the techniques include By-Pass Trusts, QTIP Trusts, IRA By-Pass Trusts and generation-skipping tax planning.

Estate Administration
Our attorneys provide estate and trust administration services in the event of your death, the death of a family member, or operation of a trust during your lifetime. We are able to assist with all aspects of estate and trust administration, from preparing federal and state estate and fiduciary income tax returns to accountings and property transfers.