Our Estate Planning attorneys work closely with individuals and their families to help them plan for the future and protect their assets. We understand that estate planning is personal and often concerns very sensitive matters that affect the financial well-being of a family. We therefore design estate plans to fit the individual needs and goals of our clients and their families while taking into account the legal and tax issues involved. As part of the Estate Planning and Estate Administration process, we often work closely with our client's other professional advisors. We feel that by working with these professionals, such as accountants and investment advisors, our client's interests are better served.

We handle all matters of estate planning, such as wills, revocable and irrevocable trusts, durable powers of attorney, health care proxies, special needs trusts, succession planning, charitable and gift planning and asset protection planning.

We also handle all matters related to Estate Administration, from the initial filing of probate in the Probate Court through the final preparation and filing of probate accounts. We participate in court hearings during the probate of the estate. The process of estate settlement is often complex and comes at a difficult time for a family. We offer experienced, sensitive guidance to help families make important decisions during this process. When conflicts arise, our probate litigation attorneys are highly skilled and experienced in resolving disputes, both inside and outside of the courtroom.

In addition to the expertise of our probate litigation attorneys, when necessary, we also consult with our colleagues who specialize in business law , family law and real estate law to address all of our client's needs.

Representative Matters

• Represented family in creating complex estate plan including conveyance of real property into asset protection vehicles.
  
  
• Represented parents of special needs child to develop special needs trust for benefit of child and overall estate plan.
  
  
• Probated complex estate with multiple individual and charitable beneficiaries.
  
  
• Developed charitable remainder annuity trust for high net worth client to maximize estate tax savings.
  
  
• Represented couple to develop simple estate plan for insurance proceeds and other assets.
  
  
• Represented numerous individuals to create health care proxies, wills and durable powers of attorneys.