TRUSTS AND ESTATES

Our firm combines estate planning, will and trust preparation, and estate and trust administration with a wide range of personal services. Our work includes:

• Estate, inheritance, and income tax planning
• Analysis of assets, liabilities, cash requirements, insurance, and retirement benefits and plans
• Wealth preservation techniques, including irrevocable trusts, gift programs, purchase and sale of partial interests, generation-skipping transfers, charitable transfers, and asset freezes
• Alternatives for protecting the aged and disabled, including special needs trusts, government assistance programs, durable powers of attorney, health care powers, living wills, and guardianships and conservatorships
• Representing individuals and corporate fiduciaries in the administration of decedents' estates, revocable and irrevocable trusts
• Preparing documents for adoptions and name changes
• Representing corporate and individual fiduciaries and will and trust beneficiaries
• International and multistate estate planning, including planning for foreign nationals and foreign investors
• Business succession planning, including business reorganizations and recapitalizations, and shareholders' agreements