Estate Planning & Probate

We draft simple and complex wills, trusts, and power of attorney documents for individuals. We understand the needs of clients' unique circumstances: special needs heirs, beneficiary designation, maximizing tax avoidance, achieving other specific asset protection and charitable giving goals.

We advise business owners on succession planning issues and options, including leveraged gifting, valuation discounting, shifting voting control and equity among active and non-active heirs, incentive compensation plans, stock transfer restrictions, buy-outs and methods to reduce estate taxes.

We assist executors in estate administration from the initial application for a tax identification number and death certificate to the final distribution to heirs. We carefully guide clients through the numerous mandatory filings in the probate process.

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