Estates, Trusts & Family Wealth Planning
We provide analysis and advice concerning estate planning for individuals, couples and families. This includes estate tax analysis and the development of strategies to minimize the effect of estate taxes on an estate. We can provide the simplest possible document, or, when appropriate, we will advise you on potential use of marital trusts, living (revocable) trusts, multi-generational trusts and the like. Also, we will help with recommendations regarding life insurance policies and retirement accounts.
Estate planning may include drafting of wills, living wills, designation of healthcare proxies and durable powers of attorney. We may recommend use of sophisticated trusts such as QPRTs, GRATs and Credit Shelter or Disclaimer Trusts. We will work with you to meet your goals to protect your family, accomplish charitable giving and organize your assets.
Our firm also has considerable experience in probating estates and implementing trusts. We work with fiduciaries to file necessary forms, transfer ownership of assets in probate court, prepare federal and state estate tax returns and required accountings. Families need special support in these matters and we offer practical, sympathetic advice, based on many years of experience.