Estate Planning

We Help You Plan Ahead

We offer comprehensive estate planning services.  We employ both innovative and proven strategies to implement bespoke estate plans and other legal instruments to improve and/or negate adverse tax consequences and to achieve your estate planning objectives.  


Our firm specializes in the following: 

 

  • Wills and Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Life Insurance Trusts
  • Trustee Removal/Replacement
  • Special Needs Trusts
  • Guardianships
  • Spendthrift Beneficiary Planning 
  • Substance Abuse Beneficiary Planning 
  • Blended family planning
  • Medicaid estate planning
  • Same-sex estate planning
  • Pet Trusts
  • Qualified Domestic Trusts (QDOTs)
  • Grantor Retained Annuity Trusts GRATs
  • Family Limited Partnerships (FLPs) 
  • Charitable Gifts (e.g. Charitable Lead Annuity Trusts, Charitable Remainder Annuity Trusts)
  • Foundations 
  • 501(c)(3) Entities (tax free entities) 

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