Estate Planning

The Estate Planning Section work with our clients and their family members in resolving estate and personal planning problems. Personal estate planning services including planning with respect to tax and retirement plans, investment management, and insurance and asset protection planning.

Our attorneys frequently counsel clients with respect to succession planning for families of substantial wealth and those owning and operating family businesses. Our attorneys also prepare wills, trust agreements and other related documentation, assist in trust administration and represent clients in the probate of estates, will contests, will and trust construction, guardianships, adoptions, and estate, gift and income tax matters, as well as counsel corporate clients concerning options available under pension, profit sharing and other corporate benefit plans and also work with charitable organizations and exempt organizations.