Estate planning involves more than drafting a will to distribute your estate after you are gone. It also involves managing your finances and healthcare if you become incapacitated and making sure your family is protected.

We focus on navigating you through the entire estate planning process, from discovering the issues unique to each client to helping them decide on how best to structure their estate, ensuring that assets are transferred most efficiently.

Our Trust and Estate attorneys provide comprehensive solutions for business owners, high-net-worth individuals, family offices, and non-profit organizations. We counsel clients in all aspects of estate planning, probate, and trust administration and solve complex legal problems that arise in commercial and business relationships by taking a proactive, innovative, and personalized approach to overcome each client’s unique challenges.

The Tax Workout Group Trusts and Estates Practice provides our clients and their families with the latest and most advanced estate planning techniques.  We also focus on personalized estate and trust administration for our clients, which include individuals, closely held business owners, charities, trustees, executors, and personal representatives.

Our estate and trust attorneys employ the most recent estate planning vehicles, relying on extensive experience guiding clients in resolving complicated issues associated with intergenerational planning.

Our Trust and Estates practice also focuses on representing business owners in succession planning, preparing buy-sell agreements, shareholder’s agreements, employment agreements, assistance with pension matters, and general tax planning.

Our attorneys practice in all estate and trust administration areas, including sophisticated postmortem tax planning, gift, estate, and inheritance tax return preparation/audit defense, disclaimer planning, and probate court administration. This includes beneficiary challenges, will and trust reformation, contested accounting, and fiduciary litigation.