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Trusts & Estates Planning

An estate plan is critically important for protecting and ensuring the proper disposition of personal assets. We assist our clients in the preparation of wills and other estate planning documents so they can be confident in precisely who will benefit from their estate and to what extent.

In all our estate planning work, we endeavor to create the smallest possible tax burden on assets transferred to heirs. Our attorneys regularly prepare trust documents for special situations, including beneficiaries who are children, need assistance in managing finances or would benefit legally from a trust.

Areas of Focus

  • Conduct estate counseling and prepare wills and codicils.
  • Prepare documents granting power of attorney.
  • Counsel on and prepare living wills, healthcare proxies and other documents related to medical treatment.
  • Prepare trusts including testamentary trusts, life insurance trusts and special needs trusts.