Our firm handles Estate Planning (including Wills and Trusts), Trust Administration, Probate, and Guardianship. Additional areas of practice include Tax, Real Estate, and Business Law. Over the years we have assisted many clients with transitioning their estates from generation to generation. Tax avoidance and structured future planning have been paramount.
Our Estate Planning practice has been at the center of the firm since its inception in 1990. Our attorneys understand that the Estate Planning landscape changes over time, and we aid Clients in their wealth succession plans amidst the myriad tax, creditor, and beneficiary issues. We understand that an estate plan must be as varied and diverse as the Clients for whom we work, and our attorneys utilize a variety of estate planning documents and techniques to meet each Client’s needs.
PROBATE & TRUST ADMINISTRATION
Just as our attorneys assist Clients in drafting and creating estate plans, our experienced Probate & Trust Administration Practice allows our attorneys to assist our Clients’ loved ones when those estate plans must be carried out. Our attorneys work closely with surviving spouses, beneficiaries, Trustees, and Personal Representatives to administer our Clients’ estate plans through to completion. Additionally, our attorneys are experienced and well-versed in serving as Trustee and Personal Representative for our Clients that require a Fiduciary with more personal ties to their family.
PRIVATE CLIENT SERVICES
Our Private Client Services practice was developed to assist our clients in their varied personal matters. Our attorneys offer a broad scope of knowledge and experience in order to serve our clients’ diverse legal needs, and our goal is to serve those needs as efficiently and proactively as possible. Some examples of Private Client Services our attorneys offer include: income tax planning, tax return preparation, negotiations with banks on loans and refinancing, working with Clients’ realtors on property sale and advocating on behalf of a Client in landlord/tenant issues.
CORPORATE & BUSINESS ADMINISTRATION
Our Corporate & Business Administration practice represents one of the most diverse areas our attorneys encounter. Our attorneys assist business Clients such as professional individuals, closely held businesses, real estate developers, manufacturing groups and agricultural conglomerates, in matters ranging from contract negotiation, sales of assets and capital management to mergers and acquisitions and complex taxable transactions.
REAL ESTATE SERVICES
Our Real Estate Services practice is well versed with all aspects of real estate sales and purchases, development, and leasing. Our attorneys serve as Title Agents, and are proficient and skilled in closing transactions for our Clients selling property. We represent Clients purchasing property in contract negotiation, title insurance negotiation, and general closing discrepancies..