Estate Planning

Whether an estate is of modest or substantial size, our estate planning attorneys are able to provide the services necessary to achieve the client's objectives. We also assist our clients with elder law and probate matters.

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Estate Planning for Individuals

• Wills

• Revocable Living Trusts

• Powers of Attorney for Property

• Health Care Powers of Attorney

• HIPAA Authorization

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Charitable Contributions and Planning

• Private Foundations

• Charitable Trusts

• Endowments

• Qualified Charitable Distributions

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Succession Planning for Closely Held Businesses

• Buy-sell contracts (cross-purchase or entity repurchase)

• Stock options and restrictive stock plans for key employees

• Gifting and other techniques with family members, such as installment sales, grantor retained annuity trusts, redemptions, installment sales to grantor trusts, insurance trusts and other like arrangements

• Recapitalizations to create preferred or nonvoting stock

• Ownership of business assets (real estate) outside the business entity

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Specialty Planning

• Prenuptial Agreements/Marital Property Agreements

• Tax Planning

• Estate, Gift and Generation-Skipping transfer tax considerations

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Your Next Step

You are likely to have questions about your case and how we can help. We welcome your questions and encourage you to schedule an appointment to discuss your case.