Services

Wills / Trusts / Powers of Attorney

Our attorneys provide trust and estate services to individuals, families, professionals, closely-held businesses, and individual and corporate fiduciaries.

Services

• Wills and trusts
• Marital property
• Marital property agreements, including prenuptial agreements
• Planning for estate, gift, generation-skipping, and income taxation
• Planning for distributions from Qualified Plans and IRAs
• Business succession planning
  • Buy-sell agreements
  • Discount valuation planning
  • Liquidity planning
  • Choice of business entity
  • Qualified and nonqualified deferred compensation
• Trust and estate administration
  • Tax filings, including gift, estate, and generation-skipping transfer tax
  • Disclaimers
  • Probate
  • Advising trustees, personal representatives, guardians, and agents
• Trust and estate litigation
• Elder law
  • Financial powers of attorney
  • Health care powers of attorney
  • Surrogate decision-making
  • Guardianships
• Charitable giving
  • Tax exempt entities
  • Foundations
  • Charitable trusts
  • Planned giving