Estates & Trusts

Estate Planning

Our lawyers design estate plans and create the necessary documents to help our clients meet their planning goals. Our services include:

• Last wills and testaments
• Irrevocable and revocable trusts
• Advance healthcare directives
• Power of attorney documents

Estate Administration

We counsel fiduciaries appointed as personal representatives and trustees through the process of probate and trust administration. Our services include:

• Probate: We handle all required pleadings and forms filed with the probate court. We also assist with collecting and appraising assets, complying with tax filings, and distributing assets to beneficiaries.
• Trust Administration: We assist trustees with all aspects of trust administration, including providing notice to beneficiaries, preparing any required accountings, and distributing trust assets according to the trust agreement.
  
  

Estate Disputes

We bring our considerable trial experience to conflicts surrounding individual and family estates. We have represented clients in: 

• Will and trust contests, including matters that involve lack of capacity and undue influence
• Fiduciary disputes, including breach of fiduciary duty and removal of personal representatives or trustees
• Disputes regarding non-probate assets, such as beneficiary designations for life insurance, retirement accounts, and joint accounts