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:
- 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.
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.