Trusts & Estates

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The attorneys in the Trusts and Estates Practice Area counsel clients on all aspects of estate and retirement planning, including federal and state tax issues, business succession strategies, deferred compensation arrangements, and wealth transfers. Our clients include individuals, families, fiduciaries, and private businesses, many with complex legal issues concerning retirement planning, wealth transfers, estate administration, fiduciary litigation and taxation issues.

There are a broad selection of investment, tax, and trust vehicles for creating, managing, preserving, and transferring assets. Our approach is to meet with our clients to determine their needs and then to develop an approach that best serves those needs. We also consult with our clients' many other financial professionals from the fields of accounting, insurance, and investing.

Our attorneys also counsel executors, trustees, dispossessed heirs, corporate fiduciaries, banks and attorneys in will contests, commission disputes, fiduciary removal and reinstatement and accounting actions.

Our services include the following areas:

• Wills and Trusts
• Powers of Attorney
• Medical Powers of Attorney
• Estate and Trust Administration
• Estate, Fiduciary and Probate Litigation
• Guardianships
• Conservatorships
• Retirement Asset Planning
• Revocable Living Trusts
• Life Insurance Trusts
• Family Limited Partnerships
• Educational Trusts
• Bypass Trusts
• Business Succession Planning
• Special Needs Trusts
• Post Mortem Planning and Trust Reformation
• Counsel to dispossessed heirs, executors, corporate fiduciaries, banks and attorneys in will contests, commission disputes, fiduciary removal and reinstatement and accounting actions.