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We are delighted to assist our clients with any estate planning need ranging from the simplest Will to the most complex Tax and Trust planning. We strive to advise clients on best practices to preserve and maximize wealth accumulation, ensure familial harmony, and providing comfort, security and peace of mind.

We also advise our clients on incapacity planning prior to death, so that our clients live in comfort and with dignity, and other planning can be fully effectuated. We take the time to compassionately understand your unique situation, including the nature of assets, family dynamics, and possible tax consequences. Our firm also serves as counsel for nonprofit entities seeking advice on planned giving, trustee duties, and compliance.

Legal Documents we commonly draft in this area include:

  • Wills & Trusts
    • Last Will & Testaments
    • Revocable Living Trust Plans
    • Spendthrift or other Asset Protection Trusts
    • Descendants Educational Trusts
    • QTIP (“Qualified Terminable Interest Property Trusts”)
    • Charitable Grants, Trusts & Family Foundations
    • Generation Skipping Trusts 
    • Revocable Management Trusts
    • Offshore Trust and Corporate Planning
    • Self-settled and Third Party Supplemental Needs Trusts
  • Incapacity Planning & Elder Law
    • Directive to Physician’s and Surrogates or Family
    • Declaration of Guardian for Minor Children
    • Declaration of Guardian in Event of Future Need
    • Statutory Durable Power of Attorney
    • HIPAA Release
    • Medical Power of Attorney
    • Medicaid Qualifying “Miller” Trusts 
    • Appointment of Agent for Disposition of Remains 
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