Estate Planning Services

Estate Planning Services

We carefully consider the needs and goals of our clients in preparing every estate plan, and provide comprehensive, tax-sensitive estate planning documents individually tailored to each client. As part of the estate planning process, we prepare:

Revocable Living Trusts

Marital and QTIP Trusts

Children’s Trusts

Charitable Trusts

Guardianship Designations

Wills

Durable Powers of Attorney

Advance Health Care Directives

HIPAA Authority Delegations

Generation-Skipping Trusts

Irrevocable Life Insurance Trusts

Special Needs Trusts

Pet Trusts

Beneficiary Designations

Trust Transfer Deeds and More

Additional Legal Services

We also provide a variety of additional legal services relating to estate planning and probate matters.

Asset Protection

Funding of Trusts

Planning for Disability or Incapacity

Trust Administration

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Planning for Disability or Incapacity

A comprehensive estate plan takes into consideration the possibility of a client’s subsequent incapacity. We assist with the preparation of Revocable Living Trusts, Durable Powers of Attorney, and Advance Health Care Directives to protect our clients against subsequent incapacity. We also prepare and administer Special Needs Trusts, which are trusts that are designed to ensure the continued eligibility of a disabled or incapacitated individual for government benefits.

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Tax Planning

Tax planning is an inherent part of the estate planning process, and we advise our clients on estate planning strategies to minimize gift, estate, and generation-skipping transfer taxes.