Wills & Trusts

We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals.

We use our knowledge, skills and expertise of many different types of trusts, and our understanding of a client’s individual circumstances, in recommending whether a client should consider establishing a particular type of trust, including:

  • Granter Retained Interest Trusts
  • “Crummey” Trusts
  • Personal Residence Trusts
  • Minors’ Trusts
  • Special Needs Trusts for Disabled Beneficiaries
  • Charitable Lead Trusts & Charitable Remainder Trusts
  • “Defective” Grantor Trusts
  • “Dynasty” Trusts intended to last for many generations
  • Life Insurance Trusts
  • By-pass or Credit Shelter Trusts
  • Electing Small Business & Qualified Subchapter S Trusts
  • Marital Deduction or Qualified Terminable Interest Property “QTIP” Trusts, etc.

Areas of  Practice

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

& Probate

We work with the executors of our clients’ estates in collecting and valuing assets, selling, dividing and distributing property of the net estate to the heirs or legatees.

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 &
Business 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.