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  • Business Succession Planning - Comprehensive plans provide your business with a timely and smooth transition upon retirement, sale, disability or death

  • Probate - Guidance for fiduciaries in the administration of the Estate, assistance in the distribution of non-probate assets and preparation of estate tax returns

  • Trust Administration - Advise as to legal rights and responsibilities of fiduciaries. Preparation of trust tax returns.





Custom Estate Planning Solutions



Our documents are crafted with a careful review of our client’s objectives, family relationship concerns and potential tax consequences:


  • Wills


  • Trusts: revocable trusts, testamentary trusts, grantor retained annuity trusts (GRATs), life insurance trusts, charitable lead annuity trusts (CLATs), charitable remainder trusts (CRTs), intentionally defective grantor trusts, qualified sub-chapter S trusts, electing small business trusts (ESBTs), spendthrift trusts, Q TIP trusts, dynasty trusts


Estate & Tax Planning, Succession Planning, Prenuptial Agreements, and Probate & Trust Administration











  • Shareholder agreements


  • Limited liability company operating agreements


  • Family limited partnerships









  • Powers of attorney: durable power of attorney, health care power of attorney


  • Living wills


  • Buy-sell agreements


  • Prenuptial Agreements





  • Property ownership - Advice on proper ownership of assets and beneficiary designations


  • Charitable giving - Implementation of effective methods to achieve your charitable goals


  • Asset protection - Structuring of asset ownership to provide security for your family



Our advice is customized for each individual, with attention to tax consequences, family relationship concerns and efficient administration services:


  • Estate planning - Services for wealth transfer and estate planning range from simple wills to complex trust arrangements


  • Tax planning - Reduction of the impact of gift, estate and generation skipping taxes




Business and Estate Documents

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