Estate Planning

Estate and succession planning can be a complex matter, especially in light of the continually evolving policies enacted by Congress. Our team has developed plans that simplify and personalize the process to the needs of each client.

Estate Planning

Our estate planning specialist utilizes his master of laws (LL.M.) degree in taxation to fulfill clients’ estate planning objectives with an eye toward minimizing taxes at the state and federal levels. Our core competencies include: preparation of wills, special need trusts, life insurance trusts, marital agreements, powers of attorney and other related estate planning documents.

Successions

We handle all aspects of the probate process, including the drafting of succession documents to appoint the executor/administrator, filing of the will, preparation of a sworn descriptive list containing all assets owned by the decedent and their date of death value, and the Petition and Judgment of Possession, which places the heirs into possession of the estate assets. We will also prepare the Federal Estate Tax Return if requested, as well as oversee the collection of non-probate assets, including life insurance and retirement account proceeds. We also represent estates and trusts with regard to any litigated or contested issues that may arise.