Estate Planning and Asset Protection

We provide a full range of estate planning services designed to achieve the personal objectives of our clients.  Our services include advice on the transfer of our clients’ assets in a manner consistent with their personal goals and in the most tax efficient manner.

Our attorneys prepare wills, trusts (revocable and irrevocable), powers of attorney, living wills, and charitable giving documents tailored to the needs of the individual client.  We also assist our clients in maintaining the proper titling of assets.  We review carefully the income tax, gift tax, estate tax and generation-skipping transfer tax consequences of our planning documents.  We have extensive experience in the preparation of gift tax returns for our clients.  We also assist in planning and drafting charitable giving alternatives, including outright charitable gifts, charitable remainder and lead trusts, and charitable gift annuities.

Our firm has significant experience in the representation of fiduciaries and beneficiaries of estates and trusts.  We provide counsel in all areas of estate and trust administration.  We prepare the necessary federal and state estate tax returns as well as income tax returns for estates and trusts.

Our firm has been engaged to represent executors and beneficiaries on a wide variety of issues relating to estate and/or trust administration.  We also have experience in litigation with respect to estate, gift and income tax issues for trusts and estates.