Overview: Estate Planning



Our estate planning practice involves providing legal services in a planning context and in after-death situations. Our planning services focus on estate and income tax minimization, asset protection, wealth transfer techniques, and the transition of family-owned businesses. We prepare the wills, trusts, and other documents needed to implement comprehensive estate plans for our clients. We also assist in planning for distributions of individual retirement accounts and other retirement benefits. Our post-mortem services include probate and trust administration, preparation of estate tax returns, and counseling fiduciaries and beneficiaries.