Estate Planning
We understand that the issues surrounding wealth creation and preservation are both complex and sensitive. Our experienced attorneys work closely with you to identify your specific concerns and challenges, to create a plan that clearly addresses your personal wishes. Throughout the process, we help you balance the goals of wealth preservation and the integration of family and business relationships.We assist clients with a variety of estate planning services, including:
+ Preparation of wills, trusts, and special needs trusts
+ Guardianship
+ Health care proxies and powers of attorney
+ Tax minimization strategies
+ Gifting strategies, including specialized trust instruments
+ Planning for the transition of a family-owned business
+ Review of life insurance and long-term care insurance
+ Planning for disability and other unexpected events
+ Specialized mental and physical disability issues
+ Estate administration and state and federal tax filings
+ Will contests and administration disputes
In addition, we integrate estate planning services with the other core practice areas to ensure that any special business, real estate, or other issues are identified and addressed.