We offer our
clients a comprehensive range of estate planning services with the primary
objective on the structure and creation of fully integrated estate plans.
Our attorneys have
experience in drafting Wills, Trusts, power of attorney directives and Family Limited Partnerships.
As part of this process,
clients are guided through a full assessment of their estate and asset
portfolio and assisted
in their decisions about related issues, such as guardianship, beneficiary
fiduciary appointments. Special concern is paid to the needs and desires
of clients to
maintain control of family businesses through the estate process, as well
as the protection of those and other assets from potential creditors.
Other areas of practice include the administration of the probate process
with the applicable
probate court and related estate litigation.
We also assist clients in other estate planning issues such as the creation
specific use trusts, including Life Insurance Trusts, Education Trusts,
Childrens' Trusts, and
Significant transactions include:
- Drafting of multiple estate plans for individuals
of all wealth levels; including Wills,
Medical Directives, Powers of Attorney and Organ Donation specifications.
- Drafting of Life Insurance Trusts designed to benefit
the children and beneficiaries
of high net worth clients.
- Drafting of an Irrevocable Stock Trust in order
to ensure the continuity of control of a
- Drafting various Trust instruments for high net worth
individuals, including the
administration of the Crummey letter process.
- Drafting of a Management Trust designed to govern
the proceeds from various
endorsement contracts of a former professional athlete.
- Representation and assistance of individuals in
probate proceedings, including filing
of all appropriate applications, obtaining letters testamentary and
with appropriate fiduciaries during disposition of assets.
- Representation of clients in Will litigation in
order to determine proper probate
administration and Will contest issues.
- Representation of corporate and individual clients
asserting creditor's rights in
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