Home Practice Areas Succession and Estate Planning

Protect your family assets and your future family legacy

We’ve worked with many people and institutions regarding succession and estate planning. We listen to our clients and ask the questions needed to articulate what our clients want to accomplish. We keep current by regularly presenting at seminars and conferences. We continue to build on our significant experience by addressing all aspects of succession planning, estate planning and trust administration.

From small individual matters to complex multimillion dollar estates, our attorneys have worked with an extensive variety of estate planning, tax planning and estate administration issues. We have represented bank, financial and individual clients in complex litigation involving estates.

Sensitive to what you say and need

Some attorneys follow established patterns in succession and estate planning. We don’t. We listen to you with your purpose always in mind. We ask the right questions to help you articulate exactly what you want to accomplish.

We have prepared provisions for families with special needs, such as providing for a developmentally disabled child, addressing the needs of a second marriage and pending divorce. We have planned for the various aspects of succession for a family business. And, we have reviewed the feasibility and tax consequences for charitable giving on behalf of our clients.

Tailoring to your needs

As a result, you get what you want (a plan that reflects your purpose) and what you need (a plan that makes sure it happens). We can do that because we keep current on all of the best ways to shape a plan for your situation by regularly presenting at seminars and conferences.

We continue to build on our significant experience in addressing all aspects of succession planning, estate planning and trust administration. Our capabilities include:

  • Establishing a plan that reflects your personal and financial objectives during your lifetime and after
  • Incorporating provisions for special family needs, such as providing for a developmentally disabled child or addressing the needs of a second marriage or pending divorce
  • Preparing wills, trusts, powers of attorney, living wills, irrevocable trusts or other documents to implement the plan
  • Developing approaches that avoid probate, preparing probate court filings and handling probate court proceedings
  • Analyzing the tax burden on your survivors and reducing it through creative tax strategies
  • Structuring the ownership of various assets for tax planning purposes and ensuring a disposition that conforms to your plan
  • Establishing a succession plan for a family business
  • Exploring the feasibility and tax consequences for charitable giving