Wills & Probate
We draft and administer wills and codicils as well as represent beneficiaries in probate disputes.

Trusts
We advise and prepare a wide range of trusts – living, simple, discretionary, interest in possession, charitable etc. – as well as represent trustees and beneficiaries in disputes.

Property Co-ownership
We advise clients on all aspects of joint tenancy, tenancy in common and community property.

Other Beneficiary Designations
We coordinate your estate beneficiary designations such as life insurance proceeds; qualified and non-qualified retirement plans, including 401 (k) plans and IRAs; certain “trustee” bank accounts,; “transfer on death” securities accounts; and “pay on death” assets, such as U.S. savings bonds.

Guardianships
We advise on the naming of a guardian to care for minor children and also manage assets transferred to your children. We handle court procedures for the establishment and maintenance of guardianships.

Conservatorships
We handle court procedures for the establishment and maintenance of conservatorships.

Trustees/Attorneys of Fact
We counsel on the selection of an individual or individuals to care for you and your estate in the event you are incapacitated.

Health Care Directives
We counsel on stipulating your wishes regarding life sustaining treatment, organ donations and other health issues, and empowering an attorney-in-fact to make health care decisions on your behalf in accordance with your instructions.

Taxation
We counsel on ways to avoid or reduce the estate tax imposed on estates exceeding $2 million. We are also versed in issues of income, gift, property and generation-skipping taxes.

Our attorneys regularly collaborate with other professionals retained by their clients, including financial planners, business advisors, accountants, insurers and brokers.