Areas of Practice
Trusts and Estate Planning
Our trusts and estate planning services include preparing wills, trusts, powers of attorney and health care directives. In doing so, we develop and implement tax efficient strategies for the management, transfer and disposition of assets, keeping in mind each client’s goals and wishes. We also collaborate with accountants, financial and other advisors to provide an integrated and efficient approach to estate planning.
Estate and Trust Administration
We provide complete support throughout the estate and trust administration process, providing guidance to fiduciaries in navigating the intricacies of estate and trust administration. Our capabilities include advising executors and trustees regarding their responsibilities and duties as a fiduciary, conducting an inventory of the assets and liabilities of the deceased, preparing and filing probate documents in local courts, interpretation of tax allocation clauses and assisting with distribution of assets and resolution of tax concern.