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Areas of Practice

Areas of Practice

Focusing on all aspects of estate planning, probate and trust law.

Estate Planning

We assist with drafting of trusts (revocable and irrevocable), wills, powers of attorney for health care and powers of attorney for financial matters.  We also assist clients with tax planning, including  planning for estate taxes, capital gains taxes, and property taxes.

Trust Administration

We advise trustees in post-death trust administration matters. The process for administering a trust can be complex.  We are here to help clients successfully administer the trusts that have been placed under their care, with the goal of giving effect to the wishes of the creator or creators of the trust while avoiding disputes.

Probate

We help executors navigate the probate process, including the preparation and filing of probate petitions, dealing with beneficiaries and creditors, court accountings, and distribution of estate assets.