Estate planning involves guiding individuals and families through the creation of comprehensive plans for managing and distributing their assets and healthcare during incapacity and after death. Our attorneys have extensive experience crafting creative and unique estate plans to protect you, those you love, and preserve your legacy. We take the time to understand your personal and financial circumstances, then design customized plans that provide for clarity and peace of mind.

Our services include:

• Wills, revocable and irrevocable trusts
• Power of attorney and healthcare directives
• Beneficiary designations and asset titling
• Charitable giving strategies
• Planning for minor children and special needs beneficiaries
• Tax-efficient wealth transfer planning

We help you structure your estate so that the right people receive the right assets at the right time – with minimal taxes, costs, and complications.

After the death of a loved one, the legal and financial responsibilities can feel overwhelming. We guide personal representatives, trustees, and families through every stage of estate and trust administration- from gathering assets and paying debts to making final distributions. Our team ensures that all legal obligations are met and that the administration is handled efficiently, accurately, and respectfully. Whether your loved one’s estate requires formal probate or trust administration, we can help you move forward with confidence and peace of mind.

Thoughtful giving can make a lasting difference- for your loved ones, your community, and the causes you care about most. We help clients design charitable and lifetime gift strategies that align with personal values while achieving meaningful tax and estate planning benefits.

We advise on the full range of charitable giving techniques, including:

• Lifetime and testamentary charitable gifts
• Donor-advised funds and private foundations
• Charitable remainder and lead trusts
• Qualified charitable distributions from retirement accounts
• Gifts of appreciated assets such as real estate and securities

Whether you wish to create a family legacy of philanthropy, support a favorite organization, or reduce your taxable estate, we help you structure your giving in a way that maximizes impact and fulfills your long-term goals.  

As we age, planning for long-term care becomes essential. Our attorneys help individuals and families prepare for the financial, medical, and legal challenges that accompany aging.

We provide guidance, including but not limited to the following:

• Medicaid and long-term care eligibility
• Asset protection and spend down strategies
• Nursing home and assisted living planning
• Special needs and supplemental needs trusts
• Guardianship and incapacity planning

We focus on preserving dignity, independence and quality of life while protecting hard-earned assets from the high cost of care.

Effective tax and asset protection planning can make a significant difference in preserving wealth for future generations. We develop proactive strategies that minimizes exposure to estate, gift, and income taxes while shielding assets from potential creditors, lawsuits or other risks.

Our team integrates estate and business planning to create a cohesive approach that maximizes efficiency and security. Whether you’re a high-net-worth individual, business owner, or family investor, we help ensure your legacy is protected both during your lifetime and beyond.

Our attorneys are focused on helping business owners preserve their legacy, protect family harmony, and ensure a smooth transition of leadership and ownership across generations. We work closely with clients to develop customized legal strategies that address the unique challenges of family-owned and closely held businesses.

With a deep understanding of both the legal and interpersonal dynamics involved in family enterprises, we provide comprehensive counsel in various areas including but not limited to the follow:

• Ownership and management transition planning
• Buy-sell shareholder and operating agreements
• Coordination with estate and tax plans
• Business valuation and liquidity strategies
• Family governance and dispute prevention

We understand that family dynamics and business interests often intersect. Our goal is to help preserve harmony while ensuring the long-term success of the enterprise.

Disputes over estates and trusts can arise even in the best of families. When they do, we provide strong, strategic representation designed to protect your interests while seeking practical resolutions whenever possible.

We handle matters such as:

• Will and trust contests
• Fiduciary duty claims
• Accounting disputes
• Undue influence and incapacity claims
• Beneficiary and heir disputes

Our attorneys bring both litigation skill and deep trust law experience to every case- resolving conflicts with discretion, integrity, and efficiency.

When a loved one can no longer manage personal or financial affairs, establishing a guardianship or conservatorship may be necessary. We assist families in petitioning the court, fulfilling fiduciary duties, and ensuring the protected individual’s rights and needs are honored.

We also counsel guardians and conservators on their ongoing responsibilities, including financial management, reporting, and court compliance. Our approach is compassionate, efficient, and designed to bring stability and reassurance during uncertain times.