Trusts & Estates

Our Trust and Estate Administration attorneys counsel executors, personal representatives, trustees and other fiduciaries in an array of matters, including analysis of complex tax issues, and representation in state and federal court proceedings. In addition, senior level attorneys serve as executors and trustees for estates and trusts.

For families of substantial net worth, we offer significant experience in planning for transfers of wealth, including stock option advice, deferred compensation plans, split-dollar life insurance plans and IRA distributions.

If a dispute arises in trust and estate administration, Estate Planning attorneys work with our Litigation practice group to handle matters involving will and trust contests and construction, claims of breach of fiduciary duty and contested creditor claims against an estate.

Services include, but are not limited to:

• Simple and complex wills
• Powers of attorney
• Living wills and trust agreements
• Special needs trusts and health care proxies
• Advance Medical Directives
• Insurance trusts
• Family limited partnerships and LLCs
• Grantor retained annuity trusts
• Qualified personal residence trusts
• Defective grantor trusts
• Charitable remainder trusts
• Private foundations
• Charitable arrangements
• Asset audit and valuation
• Estate administration
• Disputed estates and trusts
• Probate
• Guardianship
• Litigation
• Taxation

For further details, please see our Extended Information