Wills, Tax Laws, Estates, Asset Protection

The firm prepares wills, provides estate planning, tax advice, and the probate of any type or size of estate, including probate litigation.

The accumulation, perseveration and transfer of your family’s wealth are at the heart of our estate planning, trust and estate practice.  Whether your estate plan involves a simple will or a series of complex trusts, we work with you to make sure all the details are handled properly, honoring your wishes while protecting your heirs.

Your estate plan is effective only if it is properly executed and administered. We effectively counsel individual and corporate fiduciaries, executors, administrators, guardians, trustees and beneficiaries on the estate administration and settlement process. We guide them through the legal requirements imposed by the governing documents and state law, as well as the tax compliance obligations for fiduciary income taxes, estate and gift taxes, and generation-skipping transfer taxes.

Family businesses pose special estate planning challenges, and we are skilled at all aspects of business assets and succession planning.

The firm has litigated a number of will and estate issues involving will contests, contests over the appointment of will administrators, and contests over the appropriate distribution of property, whether under a will or under the law when there is no will.  Often in disputed will and estate matters, handwriting experts can be an important part of the litigation and the firm has worked with these experts in numerous cases and can effectively present this testimony.  Sometimes, a will contest also involves medical issues regarding the decedent’s competency.  The firm has good working relationships with many in the local medical community who can help analyze these issues and present the needed testimony.