Probate

Life confronts each of us with an array of transitions, many of which require help with the law, particularly income, gift and estate tax provisions.   These laws offer significant opportunities for individuals to either save or lose a great deal of time and money.  Our skill and experience can greatly assist clients in surmounting these challenges.  This frequently means planning for and working with the entire family. 

Wills, Trusts and Family Legal Services.  Together with the client, we develop a sensible plan for the disposition of family assets.  Wills are the principal documents which guide this planning, although use is also made of both revocable and irrevocable trusts.  Many of our clients do not currently have federal estate tax exposure, but nevertheless recognize the need for careful and experienced advice in the disposition of their assets.  We encourage flexible planning which will not only deal with normal retirement and life expectancy, but will also accommodate the unexpected contingency of premature death and its hardship on surviving family members.  Total lifetime planning is encouraged, including such important elements as asset management for the elderly, institutional care, and life support decisions.  Particularly in these highly personal and sensitive areas, we find ourselves acting as friends as well as advisors to our clients.

Estate and Trust Administration.  Our team approach to estate and trust administration utilizes the skills and experience of both lawyers and paralegals in delivering a high level of service for our clients at a reasonable cost.  Our professionals provide counsel and guidance to executors, administrators and trustees in the many decisions to be made in both planning and administering an estate.   Frequently, complex tax elections after death can provide substantial tax savings for beneficiaries.  We have the comprehensive experience necessary to arrive at the best decisions.  We probate wills, file tax returns and settle estates.  We provide service at all levels for the surviving family members, coupled with care and sensitivity.