TRUST & ESTATE PLANNING

We provide guidance and counsel to our clients in all aspects of estate and gift planning. We assist our clients in developing comprehensive estate and gifting plans that accomplish their long term objectives. In meeting our clients’ objectives, we also consider family dynamics and needs, the types of assets comprising the affected estate, the appropriate types and timing of transfers and the structures to best preserve and protect assets for the short and long term. Our tax law expertise allows us to structure estate and gifting plans to optimize the impact of federal and state income, transfer, gift and estate taxes and property assessments. Our areas of specialization include structuring and drafting wills, revocable and irrevocable trusts, powers of appointments, health care directives, business transfer documents and more complex estate planning documents