Estate Planning and Estate/Trust Administration

Our estate planning and administration services include the preparation of wills and trusts; administration of decedent’s estates; trust administration; lifetime giving and wealth tranfer including grantor retained annuity trusts (GRAT) and unitrusts (GRUT); charitable gifts including the preparation of charitable remainder trusts and the establishment of private foundations and other tax-exempt organizations including 501(c)(3) public charities; planning for incapacity prior to death including the preparation of durable powers of attorney, living wills, and health care powers of attorney; property ownership structure; minimization of income taxes and federal and state estate, inheritance, gift, and generation-skipping taxes; probate and fiduciary law matters including assistance with the preparation and filing of federal and state estate, inheritance and generation-skipping tax returns, asset valuation, and audits and other tax disputes; post-mortem estate planning including the utilization of disclaimers; trust administration; and estate and trust controversies including family settlements.