We help clients structure their affairs to carry out their wishes with a focus on minimizing costs and stress related to transfers. We can handle just about every estate planning and probate matter. This includes planning and drafting the documents, transferring property, and representing the parties in court.
We have experience working with large estates. This includes planning the estates to minimize tax consequences, preparing estate/gift and fiduciary tax returns and working on the audit review by the IRS, and representing the executor or administrator and others as they administer the estate.
We also help with more modest estates and one-time transactions, such as property transfers and will contests.
Many of our clients hire us when they lose a loved one. They need a local probate attorney to help administer the estate. Not only do we assist these clients in their time of need, the beneficiaires often continue working with us to help structure or manage the estate assets going forward.
Other clients come to us during their lifetime to find ways to deal with or manage assets or wealth. We are honored to serve as counsel in these ongoing relationships.
Contact us to see how we can help with your estate planning or probate matter.