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Our attorneys provide legal advice in the areas of estate planning and administration of decedents' estates. We represent clients in planning for the disposition of their personal and business assets, including the drafting of wills and trusts, business buy-sell agreements and related life insurance, guardianships and elder law matters, powers of attorney and living wills, and other legal documents. Our estate administration experience includes management of decedents' estates, interacting with personal representatives, corporate trustees and beneficiaries in all phases of the estate administration process.
Representative Estate Planning and Administration Transactions
Will contests, including litigation to remove and surcharge executor who had taken money from the estate.
Settlement of decedents' estates including accidental death claims pertaining to workmans' compensation and insurance claims, establishment of trusts and guardianships for minor children.
Establishment of charitable trusts using tax-planning initiatives to benefit the family and to fulfill their desire to help the community.
Use of estate planning including post-mortem techniques to save death taxes and allocate business interests and inheritances among family members.
Assisted in the transfer of a family business from parents to children in a tax-advantaged manner, using shareholder buy and sell agreements funded with life insurance.
Representation in contested and uncontested guardianship proceedings.
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