Estates, Will & Trusts

Estate Planning
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.