Estate Planning:
Our estate planning attorneys provide services to administer family assets from generation to generation. Step by step, we will guide you through the estate planning process, and help you eliminate or minimize estate taxes and assure that your estate plan fulfills your overall needs. For example, we have experience in the following:
- Wills
- Financial and health care powers of attorney
- Revocable living trusts, and other plans to avoid probate
- Irrevocable Life Insurance Trusts
- Charitable giving plans, including private foundations
- Asset protection trusts
- International estate planning
- Lifetime gifts
- Generation-skipping transfers
- Family limited partnerships and limited liability companies
- Business succession planning
- Prenuptial and postnuptial agreements
- Community property agreements
- Intra-family loans and sale transactions
Probate Administration:
Our probate attorneys provide a range of services to help administer and resolve one’s estate, such as:
- Proper probate procedures
- Advising fiduciaries and beneficiaries of their powers, duties, and rights
- Inventories
- Coordinate asset valuation
- Compliance with statutory notice requirements
- Distribution of assets
- Sale of assets
- Creditor claims
- Probate litigation, dispute resolution, and arbitration mediation
Trust Administration:
Our trust administration attorneys regularly provide advice to trustees during the management and disposition of trust assets. We provide a wide range of services throughout this process. For example, we have experience in areas such as:
- Trustee duties and powers
- Advising beneficiaries of powers, duties, and rights
- Income and estate tax
- Generation-skipping transfer tax
- Property distributions
- Special needs trusts
- Creditor claims
- Trustee representation and liability concerns
- Trust litigation, dispute resolution, arbitration, and mediation
In part, we assist trustees to ensure that they properly administer trust assets while complying with trust laws. Importantly, trustees must properly manage and invest trust assets, and can face liability if they fail to do so. Our trust administration attorneys can help you avoid the many pitfalls that can occur while carrying out trust management responsibilities.
