Wills, Trust, and Estate Planning

Most of our clients need only a "simple" will, which bequeaths their assets to loved ones. Parents with children under age 18 can set up trusts for minor beneficiaries within their wills. For some clients, however, estate planning is the most appropriate method to pass along assets, including a family business, and is an efficient tax saving device.

We have drafted wills and trusts, and prepared estate planning documents since 1979. These services include, but are not limited to:

• Simple and Complex Wills
• Trusts to include active trusts, passive trusts, revocable and irrevocable trusts, testamentary trusts, and inter vivos trusts
• Family and Marital Trusts (also referred to as "A&B Trusts" or "Credit Shelter Trusts")
• Charitable Remainder Trusts
• "Crummey" Trusts
• Generation Skipping Transfer Trusts
• Qualified Terminable Interest Property Trust (also referred to as "QTIPs")
• Special Needs Trust
• Durable Powers of Attorney
• Advanced medical directives (also referred to as "Living Wills")
• Insurance Trusts
• Education Trusts
• Personal Residence Trusts

Our office is equipped to handle almost any estate planning issue to suit the uniqueness of your estate, whether you have a family business you want to protect, a second marriage with children from a previous relationship, or a spouse who is not a citizen of the United States. Our vast experience in this area will enable you to select the estate planning method that is best for you and your family.

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