Estate Planning & Administration
Overview
The Firm offers estate planning and administration services to clients seeking to preserve, manage and transfer personal or family assets. We perform traditional estate planning, such as estate analysis, estate plan design to minimize unnecessary tax liability, charitable gift planning, gifting strategies, drafting trust agreements, wills, living wills, durable powers of attorney for health care and property management, and standby conservatorships and guardianships. The firm also represents corporate trustees and fiduciaries.