Estate Planning, Trust Administration & Probate

Protect Your Legacy in the Smartest Way Possible

 One thing that sets us apart from many other firms is our level of personalization. We have had the honor and pleasure of representing generations of families with complex estate planning needs. Our approach is modern, simple, and straightforward. We get to know our clients on a one-on-one basis to remove the formalities associated with the legal process and instead focus our attention on building and protecting legacies.

 We provide personal planning for the various components of your estate and wealth management. We help you design a strategy that will protect your assets and ensure your specific wishes are followed regarding your property’s distribution.

 The complexities involved in establishing and administering trusts can sometimes be overwhelming. We remove those obstacles to make the process straightforward and efficient. By representing the individuals establishing the trusts and beneficiaries, we can provide a holistic approach that keeps things simple.

 Should disputes arise around trusts and will contests, our attorneys have experience representing fiduciaries, trustees, and heirs involved in the process. Our personalized services allow us to quickly identify your needs and work toward efficient and successful results.

Rachel receiving documents in her office

Areas of Experience: Estate Planning, Trust Administration & Probate

  • Wills
  • Revocable Trusts
  • Irrevocable trusts
  • Grantor trusts
  • Life Insurance trusts
  • Family (joint) trusts
  • Legacy trusts
  • Dynasty trusts
  • Pet trusts
  • Charitable trusts
  • Private settlement agreements
  • Business succession planning
  • Asset protection planning
  • Federal estate and gift tax planning
  • Wealth transfer planning
  • Domestic partners planning
  • Second marriage planning
  • Family limited liability companies and family limited partnerships
  • Powers of attorney
  • IRA distribution planning
  • Transferring assets outside of probate
  • IRS Estate tax audits