Estate
Planning / Probate
We
provide competent estate planning advice to enable our clients
to achieve their goals for lifetime utilization, and post-death
distribution of their assets in the most tax-effective manner.
Such planning ranges from the most simple to extremely complicated
and creative strategies.
In addition to traditional estate planning, the members of
the group address a wide variety of personal or family issues,
including:
• Prenuptial agreements
• Guardianships
• Health care decision making
• Medicaid planning and qualification
• General and special powers of attorney or other agency relationships
• Non-tax aspects of business succession planning
Where necessary, members of the group have represented clients
as both plaintiffs and defendants in connection with estate
litigation such as Will contests or reformation of testamentary
documents and in the resolution of gift and estate tax cases
audited or contested by the Internal Revenue Service or the
state of a donor's or decedent's residence.
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