Estates and Trusts
Our Estates and Trusts department is equipped to address our clients' desires and needs in the transfer, preservation and administration of family resources. We counsel clients of varying circumstances in planning for the disposition of their estates, businesses and other holdings.
Planning
Whether our clients consider their situations routine or special, we assume a careful examination of all tax-related issues and family circumstances. We recommend and prepare documentation appropriate to accomplish our clients' intentions and address such matters as life insurance, multi-generation planning, beneficiaries with special needs, charitable trusts, private foundations, leveraged gifts, family limited partnerships, asset protection trusts and other special issues.
Estate Administration
In some circumstances, estate administration can be complex, difficult and even contentious. We advise executors, trustees and beneficiaries of their rights, duties and liabilities in connection with the post-mortem administration and distribution of property.
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