Wills, Trusts, and Estate Planning Services
We represent individuals, fiduciaries, family businesses and other business entities, executives of private and public companies, and not-for-profit organizations in areas including:
- Estate and Tax Planning
- Estate and Trust Administration
- Estate, Fiduciary, and Related Litigation
We also prepare estate plans, including wills, trust instruments, intra-family agreements, and related documents, and provide advice regarding gift, estate, and generation-skipping transfer taxation and the income taxation of estates and trusts. Our goal is to ensure the most expert representation of each of our client’s individual needs and objectives while remaining involved in the very human side of each client’s legal issues, guiding them through critical decisions and offering counsel and comfort in difficult times.
Estate Planning and Administration
Understandably, you might feel overwhelmed and not clear of your responsibilities as an Executor or Administrator. We will work closely with you to address your responsibilities and fulfill your role, such as:
- Gathering assets
- Notifying beneficiaries
- Paying bills of the estate
- Selling a home or liquidating assets
- Transferring deeds and re-titling assets
- Disbursements to heirs
- Filing tax returns and accounting statements
If any disputes arise, we will act quickly to secure your rights and defend the service you have provided.
Probate Representation
Our firm can also provide the following services:
- Assisting Executors who live in other states
- Petitioning the probate court for your appointment as administrator if the person died intestate (without a will)
- Serving as a third-party administrator if there is a family dispute
- Keeping tabs on an executor to prevent unfair distribution (e.g., exclusion of step-children or half-siblings)
- Representing clients in breach of fiduciary duty accusations