Estate Planning, Trust and Succession Planning and Administration
Our Estate Planning, Trust and Succession Planning and Administration attorneys work with individuals and organizations in all aspects of estate planning and administration, both basic and complex.
Whom We Represent
We represent high net worth individuals, trusts, limited partnerships, closely-held business, guardians, conservators, and personal representatives (executors and administrators).
Our Experience
Attorneys in this group have established expertise in estate planning, administration and related matters, including:
- Wills
- Powers of attorney
- Health care directives
- Revocable living trusts
- Charitable trusts
- Irrevocable life insurance trusts
- Grantor retained annuity trusts
- Family limited partnerships
- Qualified personal residence trusts
- Probate proceedings
- Preparation and audit of fiduciary income, gift and estate tax returns
- Allocation and distribution of estate or trust proceeds
- Business succession planning
- Asset protection
- Charitable giving issues
- Medical assistance planning
- Establishing trust vehicles for minors
- Conservatorship and guardianship proceedings for adults and minors
- Settlement trusts
In conjunction with our firm's experienced trial attorneys, representation in contested proceedings in each of these areas is available.
Business Practices > Estate Planning, Trust and Succession Planning and Administration