Estate planning requires knowledge of complex areas of the law. It also requires the ability to understand a client’s most important wishes, priorities, and concerns. Our knowledgeable attorneys guide our clients through valuable planning that ensures peace of mind and smooth transition for their loved ones.

We have extensive experience in preparing a variety of estate planning documents, such as wills, powers of attorney, and trusts, including: revocable living trusts, irrevocable trusts, special needs trusts, life insurance trusts, and charitable trusts. We also assist in planning for medical treatment decisions through the preparation of health care proxies and living wills. Our attorneys also counsel clients on income, estate, gift, and generation-skipping transfer tax consequences and develop plans to minimize these taxes to help ensure that assets will pass consistent with each client’s wish.Our members have substantial experience in advising clients on the various techniques for business succession planning, multi-generational wealth transfer, and charitable giving. In developing a plan, we also evaluate the estate tax exposure and encourage flexible planning, which will be effective in any situation our clients or their estates may face.