Trusts and Estates Practice Group

Our Trusts and Estate Practice Group assists clients as they confront practical and tax problems in planning for the management and disposition of property in the event of disability or death. We help people in drafting wills, trusts, and financial and medical powers of attorney, and assist them in structuring their asset ownership in creative ways that serve to reduce taxes and simplify the administration of assets at death or disability. We also assist Personal Representatives and Trustees in handling their legal responsibilities including probate proceedings, trust administration, accountings, and tax matters.

An emerging area of interest for our clients is planning for long term care and nursing home assistance and other issues involving elder care. We regularly advise clients on these matters and assist them in creating plans that will meet their future needs and wishes.

In addition to these services, attorneys in our Practice Group represent clients in estate and trust litigation, including probate proceedings, will contests, cases involving will and trust construction and interpretation, and claims against estates and trusts. We regularly advise professional trustees, banks, and trust companies on issues involving estate and trust administration. We also serve as expert witnesses in issues involving trusts and estate practice.

services provided

  • Will drafting
  • Trust drafting
  • Powers of Attorney and Living Wills
  • Estate Tax Planning
  • Succession Planning and Wealth Preservation
  • Formation of Family Partnerships and LLC’s
  • Elder Law and Medicaid Planning
  • Probate of Wills
  • Estate and Trust Administration
  • Will Contests
  • Will and Trust Construction Cases
  • Estate and Trust litigation
  • Guardianship and Conservatorship Issues