Wills, Trusts and Estates

Our firm represents individual trustees, personal representatives, attorneys-in-fact and guardians in the administration of estates.   We strive to keep our clients advised of the necessity of executing and updating advance directives, which serve to assist our clients during their lifetimes. We work closely with the trust departments of many area banks and other financial institutions and are familiar with their personnel and procedures.  These relationships enable us to better meet our clients' needs when a bank or other financial institution is chosen to serve as trustee, guardian or personal representative.

We are committed to maintaining expertise in the rapidly changing tax laws affecting estates and we strive to develop an estate plan that will meet the individual goals of the client. We utilize an on-line accounting and record keeping service administered through a local trust company, which results in time and money savings for beneficiaries of estates and trusts.

Our firm is experienced in advising clients in matters involving planning and administering estates and trusts including:

•    Will and Trust drafting and execution.
•    Estate and gift tax planning.
•    Business succession planning.
•    Medicaid Planning.
•    Personal Residence Trusts.
•    Use of retirement plan benefits.
•    Land Trusts.
•    Planning for a non-U.S. Citizen spouse.
•    Insurance Planning.
•    Guardianship administration.
•    Estate and trust administration.
•    Preparation of estate and gift tax returns.
•    Charitable planning, including Charitable Remainder Trusts, Charitable Lead Trusts and Private Foundations.
•    Advance directive planning, including powers of attorney, Designations of Health Care Surrogate, and living wills concerning life-prolonging procedures.