Estate and Business Succession Planning & Probate

We work with you to develop and implement an estate plan to fit your unique needs, maximize tax saving opportunities and protect your assets. We take pride in providing you and your family with caring, compassionate counsel when dealing with the death of a loved one during the probate administration or trust administration process.

Services include:

  • Preparation of Wills
  • Preparation of Revocable and Irrevocable Trusts
  • Preparation of Family Limited Partnerships and Family Limited Liability Companies
  • Business Succession Planning
  • Preparation of estate planning documents for the high net worth client
  • Preparation of Powers of Attorney
  • Preparation of Living Wills and Durable Powers of Attorney for Healthcare
  • Charitable giving and planning
  • Elder Law planning
  • Tax planning and tax advice
  • Administration of Probate Estates and Trust Estates
  • Preparation of Federal and State Estate tax returns
  • Probate Court litigation including Will and Trust Contests, Objections to Inventory and related court proceedings

Elder and Special Needs Planning:

We assist older adults, individuals with disabilities, and their families, to plan for and deal with the unique issues that affect them.  We identify and implement actions that allow these clients to take full advantage of all public benefits to which they are entitled.

Services include:

  • Preparation and/or revision of basic legal documents
  • Advise about and prepare trusts to obtain or safeguard eligibility for needs-based public benefits (Medicaid, SSI, etc.)
  • Advise trustees about the administration of trusts
  • Advise about, and help implement, asset protection strategies
  • Manage the Medicaid qualification process - defining what may be kept, identifying what to keep and what to spend, developing best spend-down strategies, collect all necessary documentation, submit and process the application, and provide direction for future steps to maintain eligibility
  • Consult and advise about remedies for abuse of older adults or individuals with disabilities
  • Represent parties in Probate Court guardianship proceedings.