The lawyers in the firm's Estate Planning Practice provide extensive counsel as they analyze each client's personal, business, and tax needs and intentions. As part of each estate plan, our lawyers prepare the needed legal documents, which might include:
- wills
- revocable living trusts
- irrevocable life insurance trusts
- generation skipping and dynasty trusts
- trusts for education of children and grandchildren
- asset protection trusts
- trusts for minor or disabled children or other beneficiaries
- personal residence trusts
- family LLCs
- financial durable powers of attorney
- health care powers of attorney and living wills
- mental health directives
- charitable planning, including charitable remainder trusts, charitable lead trusts, and private foundations.
We guide the client through the process, discussing the tax, family and business implications of the choices available to the client. Our attorneys pride themselves on being clear in their explanations, and responsive and careful listeners -- as well as being technically skilled in drafting and planning.
Members of our practice lead professional estate planning organizations and have been recognized in
The Best Lawyers in America and other peer-reviewed publications. They speak and publish on estate planning and tax topics and are deeply involved in their communities, making them excellent resources for our clients during the planning process.
We enjoy getting to know our clients, their families and their businesses. All of us, at one time or another, have needed some aspect of estate planning. We understand that the process can be stressful but ultimately will provide great peace of mind. A good estate plan not only can reduce taxes and ensure that property and businesses pass in the way the client intends, but it reassures the client's loved ones that the client has considered their welfare in advance.
