We offer comprehensive estate and incapacity planning services which include preparation of wills, living trusts, powers of attorney, advanced health care directives and trust transfer documents.

We are committed to meeting the specific estate planning needs of our clients in varied situations, including the needs of unmarried couples, single persons, parents of minor children, and persons with children from prior relationships.

Tax-efficient wealth transfer is a specialty of the firm, whose lawyers focus their practices in tax law. For those clients facing imposition of estate, gift and generation skipping transfer taxes, we offer a variety of services including:

• Design and implementation of estate and gift plans whose goal is to maximize estate, gift and generation skipping transfer tax benefits, minimize administration costs and preserve wealth for future generations.
• Preparation of gift and estate returns.
• Implementation of specialty trusts designed to utilize gift, estate and GST exclusions such as Crummey trusts, Irrevocable Life Insurance Trusts and GST tax exempt trusts with multi-generational distribution provisions.

We recognize the value and importance of planning for family businesses and regularly counsels clients with respect to intra-family wealth transfers and strategies for transferring assets to successive generations while maximizing tax benefits and satisfying client objectives for business control and other considerations.

In connection with this tax and business succession planning, the attorneys at the We draft and utilize intentionally defective grantor trusts, general partnerships, family limited partnerships and limited liability companies.

Estate and incapacity planning are only as effective as the administration that follows them. Recognizing the importance of estate and trust administration, we work with a variety of individuals, non-profit organizations and corporate trustees to provide advice and assistance concerning all phases of probate proceedings and trust administration from inception through final distribution of assets to beneficiaries.

We are available to petition probate courts for reformation of estate and trust documents to clarify trust terms, correct drafting errors and maximize effectiveness of tax planning provisions.

We are committed to philanthropy, both in assisting non-profit organizations and the individuals who wish to support them. The firm has established and represents private foundations, publicly supported charities and other types of tax-exempt organizations (including educational organizations, hospitals, museums and social welfare organizations). We are available to assist all varieties of tax exempt organizations in planned giving, strategic planning, including mergers, creation of title holding corporations, supporting organizations and donor advised funds, and compliance with tax laws.

On behalf of individuals who desire to include charitable giving as part of their estate and gift planning, we negotiate and draft pledge and other gift agreements, and structures and implements planned gifts including all varieties of charitable remainder trusts and charitable lead trusts.