Will & Trusts
We provide estate planning and administration
advice to clients to structure family businesses
and investments and take advantage of tax-saving
opportunities. In addition, the firm has an
extensive practice in the administration of
trusts and decedents’ estates. We provide
practical and effective solutions for the transmission
of wealth by our clients, including strategic
planning for qualified retirement benefits and
individual retirement accounts (IRAs).
Probate and Administration
We focus on probate and the administration of
decedents’ estates and ongoing trusts.
Estate administration may involve complicated
tax planning, settling will disputes and resolving
controversies with the IRS. It may also involve
the sale of estate assets, operation of businesses,
administration of the estate and implementation
of shareholders’ agreements.