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Estate Planning

Our firm provides a wide variety of estate planning services.  Regardless of the size of your “estate,” a professionally prepared estate plan is a gift to your loved ones that can clearly outline your final wishes and save significant headaches, conflict and expense after your death.  We have extensive experience in matters relating to:

Simple Wills

Powers of Attorney (both Financial and Medical)

Living Wills

HIPAA Authorization Forms

Revocable (Living) Trusts

Complex Wills

• Planning for 2nd Marriages and Blended Families
• Estate, Gift and Generation-Skipping Transfer (GST) Tax Planning
• Asset Protection Planning (including planning for a beneficiary's potential divorce)
• Supplemental Needs or Special Needs Planning
• Pet Trust Planning

Irrevocable Trusts

• Life Insurance Trusts (ILITs)
• GST Exempt (Dynasty) Trusts
• Qualified Personal Residence Trusts (QPRTs)
• Other Split-Interest Trusts (including GRATs, GRUTs, CRTs, CLTs, etc.)

Planning for Minors

• Guardian Designations
• Transferring Assets to Trusts or UTMA Accounts for Minors
• 529 Plans and Other College Savings Options

Lifetime Gifts

• Annual Exclusion Gifts and Larger Gifts

Trust Administration 

• Representing either Trustees or Beneficiaries on Construction, Modification/Reformation and Termination of Trusts
• Conversions to Unitrusts
• Removal and Replacement of Trustees
• Decanting

Charitable Planning

For more information, contact us today!

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