The goal of our estate planning practice is to provide our clients with the latest information and techniques while at the same time remaining sensitive to the emotions involved in making potentially difficult family decisions. We achieve this objective by educating our clients about the issues involved. Our estate planning practice often encompasses more than the drafting of wills. It involves a thorough analysis of the client’s financial and family information in order to develop an integrated strategy to accomplish the client’s objectives. Where the client is an owner of a business, a plan for the succession of that business is often an integral part of any estate plan. Our expertise in tax, business and estate planning allows us to formulate a plan to that incorporates these important aspects.
Specific services provided include:
- Drafting of Wills, Powers of Attorneys, Health Care Proxies and Living Wills
- Preparation of Trusts including:
- Revocable Living Trusts
- Life Insurance Trusts
- Grantor Retained Annuity Trusts and Unitrusts
- Lifetime QTIP Trusts
- Family Limited Partnerships
- Installment Sales to Intentionally Defective Grantor Trusts
- Family business agreements
- Preparation of Gift Tax Returns
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