Estate Planning and Administration

Another large portion of our law firm’s practice is dedicated to estate planning and administration. We represent many individuals and families, of all sizes, in a wide range of estate planning matters, from the preparation of wills and powers of attorney, to the more complicated tax-driven high net-worth estates, utilizing trusts and other sophisticated planning techniques. We also advise Executors and Trustees in all kinds of administration concerns, including the organization and preparation of Federal Estate Tax 706 Returns. Many of the plans we prepare for our clients take into account trusts and guardians for minor children, mechanisms for the preservation and management of inherited wealth for children and grandchildren, including creditor protection, and, when applicable, the minimization of transfer taxes at death. Similar to our real estate practice, no estate is too small, or too big, for us to handle.