Wills, Trusts, Probate and Estate Planning

Our experienced team of attorneys excels at estate planning, including preparing wills and trusts, estate and trust administration, establishing family business entities, and establishing nonprofit corporations, foundations and tax exempt organizations. In addition to working with individuals and families in general, our attorneys also address the particular concerns of physicians, executives, and business owners. We help clients achieve their goals in the following fields:
Legal and Tax issues surrounding accumulation, preservation and transfer of wealth:

  • Risk management and asset protection
  • Business planning
  • Life insurance planning
  • Planning for disability and special needs
  • Family legacy
  • Philanthropy
  • Retirement planning

Call us to schedule a consultation.

Estate & Trust Administration.

Services involving the administration of trusts and estates include:

  • Estate litigation
  • Guardianships
  • Representation of fiduciaries
  • Estate and gift tax compliance
  • Will contests
  • Trust litigation
  • Probate proceedings

Call us to schedule a consultation.

Family Businesses.

Assistance with the formation, operation and disposition of business interests include:

  • Business exit strategies
  • Family limited partnerships and LLCs
  • Choice of entity
  • Subchapter S corporations
  • Business succession planning

Call us to schedule a consultation.

Nonprofit Corporations & Foundations.

State law and federal tax law issues of nonprofit corporations and tax exempt organizations include:

  • Family foundations and supporting organizations
  • Legal compliance for nonprofit corporations
  • Corporate governance issues
  • IRS compliance for 501(c)(3) organizations
  • Tax planning for philanthropy

Call us to schedule a consultation.

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