We guide our clients through the process of anticipating and planning his or her personal needs in the event of incapacitation and for the ultimate disposition of his or her assets. We represent a wide array of clients, ranging from those with minimal assets and basic planning needs to those with substantial and complex assets and circumstances requiring sophisticated tax, asset protection, and business succession planning. We carefully tailor each estate plan based on the unique needs and desires of the client and on the ever-changing landscape of our legal and tax environment, and we regularly coordinate our planning and implementation efforts with the client’s accountant, investment advisors, and insurance professionals.
We additionally provide advice and guidance to executors, trustees, and guardians who administer fiduciary funds, and the beneficiaries of such funds. We assist with the probate process, preparation, and filing of all necessary forms, inventories, and tax returns (estate, inheritance, gift, and income taxes) and prepare fiduciary accounts for the settlement of estates and trusts in an informal setting, as well as with formal court audits.