Estate and Trust Planning and Administration

• Estate tax planning
• Preparation of wills, trusts, and powers of attorney
• Settlement of decedent's estates
• Administration of trusts
• Preparation of tax returns for trusts and estates
• Incompetency proceedings, guardianships, and special proceedings

Estate and trust planning focuses on establishing goals for transferring property during lifetime and death, while minimizing federal and state tax liabilities, so as to allow you to pass to your intended beneficiaries as much of your estate as possible. As part of our overall plan for you, we also assist you in ensuring the orderly transition of your business to family members or business associates.

In administering trusts and estates, we assist your beneficiaries in collecting assets, paying debts, and distributing your estate according to state law and the wishes expressed in your estate planning documents. In addition, we provide tax planning and tax return preparation services for trusts and estates.

We also handle incompetency proceedings, guardianships, and special proceedings. On occasion, our attorneys serve as guardian of the estate for those in need.