Estate Planning/Trusts & Estates

Estate planning is a continuing process that takes place in stages over the lifetime of an individual. The dynamics of estate planning include the acquisition, conservation and ultimate distribution of assets.

The estate planning process necessarily takes into consideration family structure and goals, nature of business organization (partnerships, corporations, etc.), business succession planning, strategies for saving income, gift, and estate taxes, and asset protection from potential creditors.

Our Trusts & Estates Practice Group has extensive experience in assisting clients with their estate planning needs. They offer the following services:

  • Revocable Living Trusts
  • Wills
  • Family Limited Partnerships
  • Business Buy-Sell Agreements
  • Durable Powers of Attorney and Advance Health Care Directives
  • Trust and Estate Administration
  • Trust and Estate Contests, Litigation, and Appeals

Our tax litigation practice includes the representation of donors, fiduciaries, and beneficiaries in estate and gift tax audits, administrative appeals of proposed audit adjustments, court proceedings to challenge proposed deficiencies in estate or gift tax and penalties, and collection actions.