Estate Planning and Administration

The firm has experience in estate planning and the administration of estates and trusts. The firm provides counsel during the initial estate planning phase and prepares wills, durable powers of attorney, living wills and other instruments that employ lifetime transfer techniques and other estate planning strategies.

Various alternatives are utilized to maximize a client's estate planning goals while minimizing income, gift, estate, inheritance and generation-skipping tax consequences, including the use of testamentary and inter vivos credit and marital trusts, generation-skipping trusts, revocable and irrevocable trusts, insurance trusts, special needs trusts, charitable remainder and charitable lead trusts, personal residence trusts, GRATS, GRUTS, family partnerships, charitable foundations and other sophisticated estate planning tools.The firm also provides representation and assistance in the actual administration of the estate or trust, including postmortem tax and economic planning. Finally, the firm’s attorneys have experience in estate and trust controversies and litigation.