Trusts & Estates

The estate planning, trust and probate practice offers clients a wide range of services that include:

• Wills, living trusts, life insurance trusts and asset management trusts
• Charitable giving, including charitable trusts
• Planning for retirement
• Gifts, either outright or in trust
• Planning for disability or incapacity, including powers of attorney, living trusts, guardianships and conservatorships
• Premarital and post-marital agreements
• Personal residence grantor retained interest trusts
• Planning for claims by creditors
• Family limited partnerships and limited liability companies in concert with the business group
• Representation of executors, trustees and beneficiaries in contested matters
• Estate administration, including probate and living trust administration
• Preparation of estate and gift tax returns
• Obtaining private letter rulings from the Internal Revenue Service