Wills, Trusts and Estates
The firm offers a complete range of trust and estate planning services. The firm regularly deals with estate plans involving the preparation of wills, living trusts, life insurance trusts, charitable trusts, durable powers of attorney, healthcare surrogate designations and living wills.
Other services include projections of tax liability, liquidity requirements, marital and charitable deduction planning, asset protection planning, and the use of family limited partnerships and other sophisticated techniques to minimize gift, estate and generation-skipping transfer taxes.
The firm also provides comprehensive legal services in connection with estate and trust administration. Complete fiduciary support services are provided, including banking, accounting and preparation of income tax and estate and tax returns.