Estate Planning

We routinely prepare estate plans for clients who need sophisticated wealth transfer tax planning and business succession planning. We are skilled at mitigating interfamily disputes, planning for spendthrift children, and creating practical solutions to novel problems. We also advise clients in implementing charitable gifts and assist nonprofit organizations in formation, and ongoing operations including applications for federal and state tax-exempt status and retroactive reinstatement of tax-exempt status.

We offer a wide range of estate planning services, including: 

• Drafting wills and revocable trusts 

• Establishing who should make decisions in the client’s place via powers of attorney and advance directives 

• Minimizing estate taxes based on the current $13,990,000 exemption amount through strategic planning 

• Creating and implementing charitable giving strategies 

• Reviewing and updating existing estate plans 

• Developing a comprehensive business succession plan to ensure smooth transitions of ownership and management