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Our firms Wills, Trusts & Estates Practice represents individuals and families in a wide range of matters, including but not limited to:

  • Basic Estate Planning: Preparation of Last Will & Testament, Revocable Trust (if appropriate), Designation of Health Care Surrogate, Living Will, Designation of Pre-Need Guardian and Durable Power of Attorney
  • Estate Planning and Tax Planning for Domestic Partners
  • Administration
  • Asset Protection Planning
  • Business Succession
  • Defective Grantor Trusts (“IDGT”s), Qualified Personal Residence Trusts (“QPRT”s), Grantor Retained Annuity Trusts (“GRAT”s), Special Needs Trusts, Qualified Domestic Trusts (“QDOTS”) and Pet Trusts
  • Guardianship – establishment and administration
  • Probate and Trust Administration and litigation
  • Trust formation, administration, settlement and final distribution
  • Tax representation of individuals, trusts, estates, corporations and charities
  • Representation of Trustees, Personal Representatives and Guardians (“Fiduciaries”) and Beneficiaries in Probate, Trust and Guardianship Litigation
  • Preparation of Qualified Domestic Relations Orders (“QDRO”s), as well as court documents needed to divide an IRA in divorce proceedings
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