Estate and Tax Planning
We create individualized wills and trusts that provide for distribution of assets after death. Our services range from simple estate planning options to sophisticated tax planning techniques that integrate business succession, gift and tax planning, insurance, and other specialized planning tools. Each of our plans address lifetime concerns like aging, incapacity, and end of life care management.
Trust and Estate Administration
Trust and estate administration involves a trustee or personal representative marshalling, valuing, and distributing the decedent's estate assets. When representing successor trustees and personal representatives, we counsel our clients on their fiduciary responsibilities in managing the estate and helping to minimize disputes among family members. We strive to settle the estate in a timely and private manner.
Trust and Estate Litigation
When an estate involves a dispute, particular attention is needed by an attorney who knows both estate and trust law, probate, and civil litigation. Our legal team is skilled in each arena in order to guide our clients through each phase of the dispute.
Business & Entrepreneur
Our legal team handles a range of services for businesses and entrepreneurs including business entity formation and business transactions and succession. We provide legal counsel and support to our clients without losing sight of their business objectives and bottom lines. Our attorneys are skilled at providing upkeep and general maintenance to your business such as entity evaluations, strengthening buy-sell provisions, industry specialized contract drafting, and document reviews. We also work with your team of professionals in the formation and implementation of exit strategies.
Elder Law, Guardianships, and Conservatorships
We represent family members and friends of individuals who are not able to handle their own physical or financial affairs and need the protection of a temporary or permanent guardianship or conservatorship. Our goal is to conclude the initial filing as expeditiously and sensitively as possible and to support the guardian or conservator throughout the duration of the proceeding, helping our clients to care for their physically or financially incapable loved ones with the confidence that they are in compliance with the law.
Litigation
Our approach to litigation is best described as ethical and professional, intentional and strategic, vigorous and passionate; committed to the effective advocacy of our client. When we begin work on a case we begin preparations for trial. Our services include both hourly billing, contingent on recovery agreements, and combinations thereof.
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