Trusts and Estates Law
Real Estate Law
Planning, creating and administrating trusts and estates is another element of the firm’s practice. The firm routinely creates and updates wills, trusts and other estate planning tools, and also assists clients with:
- Personal tax planning
- Tax planning for life insurance and charitable trusts
- Estate tax motivated partnership and asset planning
- Restructuring and estate administration
- Transferring assets
- Minimizing asset transfer costs
- Preparing court filings
- Obtaining appraisals
The firm has questionnaires clients can fill out to begin the process of creating an estate plan. Click here for a married couple, or click here for an unmarried individual if you would like to fill out a questionnaire.
