Estate Planning

Estate Planning

Clients find that our integrated and individualized approach to trust and estate planning plays a key role in effective wealth management. Unlike many attorneys where estate planning and administration is a small portion of their practice, our Estate Planning attorneys focus their practices almost exclusively on estate planning, trust and estate administration, estate and gift tax and related family business issues.

We provide guidance in a number of areas, including:

  • Business succession planning
  • Charitable giving 
  • Conservation easements
  • Estate planning
  • Probate and trust administration
  • Family-run businesses, limited liability companies, limited partnerships and corporations
  • Durable Power of Attorney for Financial and Property Management; Durable Power of Attorney for Health Care Decisions Including Health Care Directive
  • Prenuptial, status of property and community property agreements
  • Private foundations
  • Estate and Gift Tax planning


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