Transaction Practice

- Estate Planning and Probate

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 designations and 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 of distinct specific use trusts, including Life Insurance Trusts, Education Trusts, Childrens’ Trusts, and Charitable Trusts.

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 family business.

  • 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 maintaining contact 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 probate litigation.

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