Estate Planning, Probate & Trust
The Firm has a sophisticated practice to help clients manage wealth and achieve their family financial and philanthropic goals.
We strive to create sound and effective estate plans that protect our clients’ personal and business assets in an effort to minimize adverse tax consequences and protect personal wealth.
Our estate planning services include the use of both revocable and irrevocable trusts, family limited partnerships, formation of limited liability companies and charitable gifting.
We guide our clients through the maze of probate proceedings, such as well contests, intestacy actions, conservatorships and guardianships.
We also assist in the specialized areas of elder exploitation and abuse.