Successions & Probate

We collaborate with the executor of our clients’ estates including collecting and valuing assets, selling estate property to payoff debts or taxes, and dividing and distributing property of the net estate to the heirs or legatees.

We prepare or supervise and assist the clients’ accountants in the preparation of gift tax returns, federal estate tax returns, state inheritance tax returns, and estate and trust fiduciary income tax returns. 

Our attorneys are experts with estate matters including:

  • Probate
  • Non-probate Transfer of the deceased’s assets (such as life insurance policies, annuities, qualified plans, and trust assets)

We also assist the personal representative of the estate in the gathering, valuation, accounting, and distribution of the decedent’s assets. Our law firm verifies with clients that federal estate tax returns are prepared and filed, and that the appropriate documents are filed in order to release liens on the decedent’s real property. 

Areas of  Practice

We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.

Wills & Trusts

We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals, using our knowledge, skills and expertise.

Tax & Wealth
Conservation Planning
for Individuals

We offer clients sophisticated and cost-effective techniques and strategies for the protection of their assets, enabling them to better manage risks against lawsuits and to mitigate liability.

Tax & Business
Planning for

We are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, limited liability companies and other organizations.

Exit Planning for
Business Owners &
Businesses Succession

Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability.

Charitable Planning

We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes.