Estate, Trust and Probate
Our work in estate and trust planning, probate and business succession services are the fastest growing areas of practice. Recent changes and possible revocation of the estate tax laws require that we take a fresh look at planning ideas and objectives. We work with our clients to ensure they have fully considered their plans and objectives in light of legislative changes.
Charitable and non-charitable trusts are tools our clients frequently use. Our experience in drafting and reviewing many different trust documents provides clients with multiple options for the protection and distribution of wealth on their terms. While we do not invest or manage large trust assets, if circumstances are appropriate we will act as trustee for our clients. As such we will provide administrative services such as fiduciary reporting, oversight of trust asset management and trust distributions as well as tax planning and compliance services.
We also provide probate and estate administration services. As families continue to be mobile and geographically dispersed, we find they have an increased need for assistance in administering estates. Thus, we often fill the administrative role previously performed by family members.