Estate Planning and Administration.
The Firm provides extensive and sophisticated services to individuals
and their families in the areas of estate planning, charitable giving,
asset protection, trust administration and estate settlement. The planning
can range from simple wills to the most sophisticated tax savings techniques
using various types of irrevocable trusts and other entities, such as
limited liability companies, grantor retained annuity trusts, insurance
trusts and charitable remainder trusts. The Firm's approach is to understand
the client's overall financial and family situation and to provide counsel
that is technically sound and personal to each individual client. Services
in this area include:
- Drafting wills, trusts, powers of attorney, health care instructions
and related documents;
- Advising on the titling of assets for purposes of estate planning
and asset protection;
- Planning for business succession;
- Representing individuals in all probate court proceedings, including
conservatorships, guardianships, accountings and will and trust disputes;
- Representing beneficiaries and fiduciaries in all aspects of estate
settlement, including preparing estate and fiduciary income tax returns
and all required probate court filings.
Sophisticated Tax Planning & Compliance.
We provide advice and assistance in connection with all forms of federal
and state income, gift and estate tax issues. The firm also prepares tax
returns for individuals, partnerships, LLC, corporations and other business
Residential Real Estate.
The Firm represents buyers and sellers in all aspects of residential real
estate transactions, including contract drafting and negotiation, review
of title, mortgage financing and closing of title. We also provide representation
with respect to mortgage refinances.