A. Estate Planning: For over 60 years we have assisted our clients in the very important and very personal area of the law known as Wills, Trusts and Estates. Planning and executing the documents necessary to distribute an estate, to minimize taxes and to appoint the proper persons to assist our clients during any disability is one of our most sensitive and important obligations.
We recognize that the needs and expectations of each individual or couple are unique and we work closely with them to make certain that their estate plan is tailored to meet those specific requirements.
We prepare estate plans to fit the needs and desires of our clients, whether simple or complex. Our goal is to insure that their property is ultimately distributed the way our clients desire with the lowest tax consequences given the circumstances.
Our clients are individuals with estates ranging from modest to very substantial. We help them to design and execute the following documents: Simple Wills, Trust documents for minor children or other specified beneficiaries, Powers of Attorneys, Living Wills, Designations of Health Care Agents.
All are accomplished at the lowest possible cost and expense which is always discussed in advance with our clients.
B. Probate Litigation: We have decades of experience in dealing with various types of probate/trust litigation. Whether representing a beneficiary, a personal representative, a trustee or a creditor, our attorneys provide experience, dedication and hard work all of which will give our clients the best chance for a successful outcome in probate litigation. We understand all the complex issues involved in probate litigation (especially the all important tax consequences) that affect trial or settlement decisions.
The various types of probate and trust litigation that our attorneys handle include:
- Will contests
- Trust contests
- Creditor claims
- Actions to construe Wills
- Breach of fiduciary duty and removal actions
- Elective share
- Fiduciary accounting disputes
- Joint bank account litigation
- Disputes concerning distribution of probate assets
- Adversarial guardianships