Estate, Trust & Probate Law
The firm provides sound and comprehensive assistance in estate planning, both pre- and post- mortem. Members of the firm have testified in both state and federal court as experts in estate planning and probate issues as well as spoken to large and small groups on estate planning and Elder Law issues. Legal services include the following:
Development of tailor-made estate plans.
Drafting Wills, Living Trusts, Special Needs Trusts, Credit Shelter Trusts, Advanced Directives such as Powers of Attorney for Property and Health Care and Living Wills.
Development of gifting plans to include Charitable Remainder and Lead Trusts (CRT and CLT), Irrevocable Life Insurance Trusts, Family Limited Partnerships and other techniques.
Advising on the methods available to avoid or mitigate estate tax, gift tax, generation-skipping tax, and income tax.
Advising on issues that affect the Elderly and programs available for late life assistance such as Medicare and Medicaid.