We serve clients from a variety of backgrounds: from principals of closely-held businesses facing succession and liquidity planning issues to families just starting out and concerned about guardianship issues to families with mature children and concerns about aging parents, from single-parent families to same-sex-parent families, to families faced with nursing home and health care issues.
PROBATE & ESTATE PLANNING
Our attorneys prepare wills and various forms of trusts, including Revocable Trusts, QTIP Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts (QPRTS), Charitable Lead Trusts, Unitrusts, Generation Skipping Trusts and Supplemental Needs Trusts. Additionally, we can assist with establishing private foundations.
We understand that estate planning is a team effort involving a number of professionals. We provide individuals and families with sophisticated advice on a wide variety of estate planning and wealth transfer issues. In each case, our attorneys work closely with our clients, their accountants, insurance agents and financial advisors to tailor our estate planning solutions to address the particular needs of the individual or family.