Estate Planning and Administration

Estate planning, including trust and estate administration, is one of our Firm’s most important practice areas. We handle estate planning projects ranging from basic estates to those involving very complex tax issues. We understand your desire to transfer wealth in ways that minimize taxes, maintain family harmony, and remain cost-effective. Our lawyers are well versed in the applicable tax codes.

Estate planning documents that we prepare include:
• Community Property Agreements
• Wills
• Testamentary and Revocable Living Trusts
• Generation-Skipping Trusts
• Irrevocable Insurance and Gifting Trusts
• Special Needs Trusts
• Charitable Trusts (including Charitable Remainder and Lead Trusts)
• Durable Powers of Attorney
• Health Care Directives
• Pre- and Post-Nuptial Agreements

We also administer simple and complex estates and trusts. When necessary, we represent you in litigation of such cases. We welcome working with your accountant or financial advisor, to assure you and your family achieve the best results. We can also refer you to specialists when appropriate.

We understand you have worked hard to accumulate wealth and that you want to ensure it will be managed wisely. We provide you with creative ideas and sensible solutions that help you implement an estate plan that reflects your values and goals. Our primary concern is to take care of you and your family.