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TRUST & ESTATES

Many families can benefit from setting up a trust and everyone needs to have a will and other estate planning documents in place to ensure their legacy is protected. 

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Trust & Estates Services

Our Trusts and Estates team counsels high net-worth individuals, families, family offices, banks, trust companies, wealth management advisors and nonprofit entities of all sizes.

 

Our individual clients include entrepreneurs, corporate executives, hedge fund managers, philanthropists, real estate investors and developers, accountants, medical professionals, artists, collectors, authors, composers, and musicians. We represent clients privately and before taxing and regulatory authorities, including the Internal Revenue Service (IRS), attorneys general and consumer protection agencies. Our attorneys also establish and maintain charitable structures such as private foundations, charitable lead trusts and charitable remainder trusts.

Estate Planing

  • Drafting and personalizing Wills and Trusts

  • Preparing Probate Documents

  • Creating documents for Long Term Health Care

  • Drafting Durable Power of Attorney

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Trusts, Taxes,

Estate Services

  • Drafting & Reviewing Trusts

  • Creating & Personalizing Wills

  • Preparing Probate Documents & Procedures

  • Drafting a Durable Power of Attorney – Guardianships or Conservatorships

  • Preparing a Healthcare Directive

  • Creating Documents for Long Term Health Care Planning

  • Resolving Issues Regarding the Long-Term Guardianship of Minor Children

  • Negotiating Issues Involving Jointly Owned Property

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