Firm Practice Areas

Estate Planning/Wills and Trusts

 Firm attorneys counsel many individuals and families with their estate planning needs, which involves exploring their need or desire for various estate planning devices, such as testamentary trusts, insurance trusts, charitable trusts, education trusts, generation-skipping trusts, Medicaid trusts, living wills, durable powers of attorney and health care proxies.  There are two overriding goals in every estate planning analysis: the minimization of taxes and the achievement of client bequest objectives.  As a threshold exercise, firm members meet with clients and thoroughly examine their assets, living expenses and life expectancy, and discuss their goals.  Following that exercise, firm attorneys explore the various options available and make appropriate recommendations sensitive to their goals, assets and resources.  The firm has an active probate and trusts and estates litigation practices as well, which complement the estate planning practice; documents are drawn in an effort to streamline probate in a cost-efficient manner, and avoid issues that potentially invite challenge or litigation.  These documents include:

  • Wills and Trusts
  • Health Care Proxies
  • Durable Powers of Attorney
  • Living Trusts
  • Credit Shelter Trusts
  • Generation-Skipping Trusts
  • Life Insurance Trusts