Our Services

Estate Planning, Trust and Probate law is a specialized area of the law
and our office is happy to provide you with guidance in the following areas.

General Estate Planning

  1. Analysis of your situation to determine whether a Trust,Will and/or Powers of Attorney for Health Care orFinancial Matters might benefit you and help you to avoid the potential for probate or a conservatorship in the future
  2. Review of your existing estate planning arrangement to see if your documents properly suit your needs
  3. Assistance with personal and real property transfers to new owners
  4. Analysis of the benefits and downsides of joint tenancy ownership
  5. Clarification of your estate planning situation following marriage or divorce
  6. Review and drafting of any necessary Marital Property Agreements
  7. Assistance to Trustees in Trust administration and transferring property
  8. Assistance with understanding of various Retirement Plans and the best options for beneficiary designations


Probate and Trust Administration

  1. Assistance for clients who need help navigating all aspects of the probate process



Estate Tax Considerations for Wealthy Individuals

  1. Annual lifetime gifting programs to help you avoid estate taxes
  2. Analysis of more complex Trust forms including life insurance Trusts for clients facing estate tax issues
  3. Gift Tax instruction and completion of Gift Tax Returns when necessary for gift taxes
  4. Retirement Plan Gifting Strategies to provide the most substantial gift possible.
  5. Property tax analysis for transfers of real property.