Probate & Estate Law
A client’s wish to benefit family, church, university or others is the primary consideration in estate planning. The goal is to structure an estate plan so as to minimize estate and gift taxes as well as administration and probate expenses. The firm is experienced in preparation of documents to affect the desired gifts.
Special circumstances are also treated in a structured plan. These might include ownership of a business, or protection of a gift to a minor or other person with limited experience in financial matters.
The firm is also experienced in administration of estates and trusts and in probate matters:
Documents prepared by our experienced attorneys may include:
- Testamentary trusts
- Living trusts
- Insurance trusts
- Spendthrift trusts
Also prepared may be:
- Durable power of attorney
- Medical power of attorney
- Directive to physicians, sometimes known as a “Living Will”