In developing and implementing estate plans for our clients, our attorneys not only discuss wills (or living trusts) with our clients, we also provide counsel on a wide range of other tax and non-tax issues including:
We represent a wide range of clients, including business executives, owners of closely held businesses, highly compensated employees and many other individuals and families with a net worth of anywhere from zero to millions.
In the area of probate law, we represent the personal representatives and beneficiaries of estates. Our practice is focused on guiding personal representatives through the probate process and preparing both federal estate and state inheritance tax returns. We also engage in post-mortem planning to minimize estate taxes. In the event of a will or trust contest or other probate litigation, attorneys on our Trusts and Estates team work closely with the firm's litigation attorneys to resolve the dispute in the best interest of the client using a timely and cost-effective approach.