Estate Planning

Advise clients regarding wills, revocable living trusts, irrevocable trusts including life insurance trusts, family limited partnerships, or estate tax minimization planning, special needs planning and trusts, estate, gift, and generation-skipping tax minimization, asset protection planning, powers of attorney, and advance health care directives.

Represent and advise personal representatives in connection with probate administration, including the wills to probate, administration of intestate estates, appointment of personal representatives, notifying creditors and assessing, handling, and denying creditor’s claims, partial distributions, accountings and estate termination and final distributions.

Represent and advise trustees in connection with trust administration, including the appointment of succession trustees, identification of assets and debts, notifying creditors and assessing, handling, and where appropriate, denying creditors’ claims, accountings and trust termination and final distributions.

Represent and advise clients regarding in connection with the establishment and administration of conservatorships.