We have experience preparing everything from simple wills to wills involving complex situations such as second marriages, minor children and credit shelter trusts. We draft a wide range of wills tailored to our clients' specific needs.
We have extensive experience in drafting a wide range of trusts including simple revocable to Medicaid trusts, life insurance trusts, special needs, charitable trusts and other vehicles designed to save our clients money for estate administration and taxes.
Special Needs Trusts - We have special expertise in planning for the needs of families who have special needs including mental and physical disabilities.
Estate and Trust Administration and Probate - We are experienced in all aspects of estate administration from probate of simple wills to the sale of complex multijurisdictional estates.
We focus on organizing our clients' affairs in order to preserve the maximum amount of life savings and protect their life's work from confiscation for the cost of long-term care.
INCOME AND ESTATE TAX PLANNING
We structure our clients' business and personal affairs to minimize taxes during life and after death. Our professional income and estate planning services also help allow for a smooth transfer of a family business between generations.
We handle all phases of business matters from initial incorporation to mergers and acquisitions as well as dissolution and winding up.
We handle all types of real estate transactions from simple residential purchases/sales to complex commercial financing. In doing so, we represent individuals and business entities as well as refinancing and lending institutions. We also handle sales of development rights and conservation easements.
Wills - We have experience preparing everything from simple wills to wills involving complex situations such as second marriages... (more)