Trusts & Estates

Trusts can be a valuable tool to manage your assets while living. Estate planning can be invaluable to your legacy.

We represent a wide variety of estate planning clients including owners of closely held businesses, corporate executives, professionals, and individuals with special needs.

Our services include preparation of testamentary documents and intervivos trusts; planning for succession and ownership in closely held businesses including S corporations, partnerships and limited liability companies; life insurance planning, including preparation of life insurance trusts and financing agreements; and planning for charitable giving, including use of charitable remainder trusts, charitable lead trusts and private foundations.

For more information about the estate planning process, click here.

In addition to these direct legal services, we provide client newsletters that track recent developments in the field of estate planning and estate planning seminars, available by appointment for small groups. Please contact one of the related professionals on this page to find out more about our work with trusts and estate planning.