Estate Planning, Probate & Trust Administration
The attorneys of our trusts and estates group have one goal: to help our clients transfer their wealth in a way that carries out their objectives while minimizing taxes and transfer costs, using a plan the client understands. Our estate planning attorneys assist clients in creating wills, trusts, durable powers of attorney, and advanced directive documents carefully tailored to each client’s objectives, values, and needs. We take great pride in educating our clients on all aspects of their estate planning so that they can be fully involved and feel confident in their overall plan for themselves and their families.
Since our firm’s founding in 1978, estate planning, probate, and trust law have been a major part of our practice. Although we have many attorneys in our trusts and estates group with over thirty years of individual experience and expertise in assisting high net worth clients with careful tax planning, we also have associate attorneys who are well suited to working with younger families whose needs may be less complicated.
Correspondingly, we assist clients in probate and trust administration, typically representing the personal representative of an estate and/or the trustee of a trust. We understand that probate and trust administration can seem daunting to those charged with carrying out their loved one’s wishes, and our goal is always to assist in the transfer of estates to their beneficiaries with a minimum of tax costs, transfer costs, time, and complexity.
We also assist clients with charitable giving, whether it be specific bequests in their will or trust, or creating their own charitable organizations. Our attorneys help clients create and properly file the required documents with the state and the Internal Revenue Service for public charities, private foundations, and community foundations, and continue to advise clients throughout the life cycle of such organizations to ensure that all state and federal requirements are being met.
Because much of the work we do is for families, it has given us great pride over the years to represent successive generations and assist them with their estate plan and transferring family businesses. Estate planning and probate and trust administration is a team effort, and we work closely with our clients’ other professional advisors, such as financial planners, insurance professionals, accountants, business partners, and trust officers, to ensure that each client’s estate planning documents will work well with other areas of that client’s overall plan.