TRUSTS AND ESTATES

Our Trusts and Estates Practice Group assists individuals and families in planning and implementing comprehensive strategies for transferring wealth and assets to children and family members or others. A comprehensive plan includes asset protection strategies, long term care, business succession and tax planning. It is never too soon to begin planning for your future and the future of your loved ones. Often, developing and implementing an estate plan sooner rather than later offers flexibility and more options for achieving your long term goals. Learn more about the services we offer below.

ESTATE PLANNING

More than simply drafting wills, successful estate planning is built on strong, long-term relationships. A comprehensive plan takes a broad look at all of your assets and how you prefer to distribute them. We work with individuals and couples, developing plans tailored to your particular assets and needs. From simple estates to complex financial tax and family considerations, we work with clients at all levels.

Our Estate Planning services include solutions for:

  • Non-citizens
  • Spouses in second marriages
  • Same-sex couples
  • Non-traditional families

We advise on various types of trusts, both revocable and irrevocable, including:

  • Credit shelters
  • QTIP and QDOT trusts
  • Charitable trusts
  • Supplemental needs or special needs trusts
  • Crummey trusts
  • Qualified personal residence trusts (QPRTs)
  • Irrevocable life insurance trusts
  • Generation skipping trusts

We also provide guidance on retirement benefits, including:

  • The tax consequences of distributions
  • Determining payout periods
  • Specialized beneficiary designations
  • Trusts to manage retirement distributions
  • Tax benefits and consequences of naming tax-exempt organizations as beneficiaries

We assist clients with important “pre-mortem” planning, including Powers of Attorney, Health Care Proxies and Living Wills. Of course, an important part of our job is ensuring you understand all legal documents that require your signature. We walk you through this process and answer any questions you may have.

Estate planning often involves issues of business succession and the transfer of unique assets, such as real property or a family-owned business. Our Trusts and Estates Practice Group also benefits from access to lawyers with other areas of expertise.  Our size allows us to more effectively help clients in other areas of the law such as corporate, real estate, and not-for-profit organizations. Our scale helps ensure your estate plan is an integrated part of your whole financial and legal picture.

ESTATE ADMINISTRATION

We understand how painful the death of a loved one can be. With that in mind, our role is to work with executors and beneficiaries to navigate the process of estate administration with grace and efficiency and meet probate requirements and deadlines. We assist our clients in making informed decisions during this difficult time.

Although estate administration involves much more than just filing probate papers, our experienced legal assistants work promptly and cost-effectively through this process. Depending on the nature of the estate, there can be important decisions to make about estate taxes and disclaimers, or when and how to transfer assets. These decisions can result in substantial tax savings.

We represent individual and corporate executors, administrators, and trustees, and counsel them on their responsibilities in estate administration. In the rare event of a contested will or disputed accounting, we can assist clients with Surrogate’s Court litigation, including trials and appeals. When disputes arise, we assist clients to negotiate creative solutions, avoiding litigation when possible or resolving conflicts before family relationships are destroyed. Ultimately, our goal is your goal: to ensure your estate plan is carried out, assets are distributed to intended beneficiaries in accordance with the law, and the last wishes of a decedent are honored.

MEET THE TRUSTS AND ESTATE ATTORNEYS

Kim Rothman
Kim Rothman Partner
Real Estate
Trusts and Estates
John Moss Hinchcliff
John Moss HinchcliffOf Counsel
Civil Litigation
Trusts and Estates
Aaron K. Eberle
Aaron K. Eberle Associate
Business Services
Civil Litigation
Real Estate
Trusts and Estates