Trusts and Estate Planning

Preserving and protecting assets, minimizing tax burdens, and ensuring the availability of financial resources for families and small businesses are important goals for most individuals and small business owners. The attorneys in the Estate Planning and Taxation Practice have the expertise to help clients accomplish these goals and provide extensive counsel in estate planning, tax savings and wealth preservation. Our Estate Planning and Taxation Practice serves individuals and small business concerns in the following areas:

  • Planning, Drafting and Funding Revocable and Irrevocable Trusts, Wills and Powers of Attorney
  • Asset Protection Planning
  • Business Succession Planning
  • Tax Planning
  • Charitable Giving
  • Trust and Estate Administration
  • Probate
  • Wills
  • Planning for Distributions from Retirement and Stock Option Plans