Estate Planning
Our estate planning attorneys are skilled in developing plans to balance unique goals and values for each client, ranging from individuals with moderately-sized estates to high-net-worth families.
We are experienced in utilizing a variety of tools to facilitate effective administration of assets during lifetime and at death, and to minimize tax burdens, including gift, estate, and generation-skipping transfer taxes. We counsel clients on wealth transfers, tax planning, charitable planning, retirement planning, and family asset management.
We prepare various estate planning documents, including wills, revocable trusts, irrevocable trusts, marital property and prenuptial agreements, and powers of attorney for individuals, families, and business owners.
We frequently represent fiduciaries in the administration of trusts and estates. We work alongside executors and trustees to manage estate and trust property, effectively communicate with beneficiaries, and distribute assets in accordance with the terms of the will or trust.
We also guide executors and administrators of estates through the probate process, including assisting in probate court proceedings and filings and estate tax reporting. In addition, we often represent beneficiaries of trusts and estates to protect their interests and guide them through the administration processes.
Estate Administration
Business Planning
Our firm assists clients with a variety of business transactions and related issues, including business entity formation, business dissolution, acquisition and sales agreements, franchise agreements, and buy-sell agreements. In addition, our attorneys frequently advise clients on how to structure business activities and transactions to optimize tax efficiencies.
We have experience in representing borrowers in securing financing, working with investors, coordinating development, handling refinancing, and addressing leasing to facilitate various real estate transactions.
Real Estate