Trust & Estate Planning

We provide our clients with expertise in sophisticated estate planning techniques, estate, gift and income tax planning opportunities, probate administration and litigation representation when necessary.

We also assist clients with lifetime planning decisions such as dealing with the possibility of incapacity or institutionalization, drafting living wills, creating trusts for children and grandchildren, making charitable gifts and family business succession planning.

We have experience in estate settlement and estate and fiduciary litigation. We have represented both beneficiaries and trustees in various types of litigation and IRS proceedings.

Services we offer include:

•  Will and trust drafting.

•  Estate planning including sophisticated tax advice.

•  Lifetime planning for incapacity.

•  Review of existing estate plan.

•  Advising family businesses with respect to succession planning.

•  Probate administration.

•  Representing beneficiaries and fiduciaries in litigation proceedings.

•  Representation of taxpayers in IRS proceedings.

•  Charitable gift planning.

•  Estate planning for non-U.S. citizens.