Estate Planning
Recognition of the desires of each client is a cornerstone of our estate planning practice. We counsel each client individually with respect to alternatives only after we obtain a complete understanding of a client’s financial position, goals and desires. Our practice in this area includes:
Trusts and wills
Charitable giving, including annuities, remainder trusts and other tax-advantaged giving
Guardianships and conservatorships
Will probate and estate administration
Estate, gift, generation skipping and excess accumulations tax planning
Estate-related litigation
Benefits for the elderly
Life insurance trusts
For the business owner, effective estate planning requires coordination of individual planning with a business plan and goals for business succession.
The attorneys in our Estate Planning Department are:
They will be glad to assist you with your estate planning needs.