Trusts and Estates

Estate Planning

In estate planning, we advise individuals on the transfer of wealth to family, friends and charitable organizations, both during lifetime and in anticipation of death. The advice often involves the preparation of documents needed to clearly specify client wishes. Complex assets, children from previous relationships, beneficiaries with special needs, and challenging family dynamics often enter into the conversation.

Estate and Trust Administration

In estate and trust administration, we counsel trustees, executors, beneficiaries and organizations in the many steps needed to implement the decisions made during the estate planning process. We help you deftly navigate the steps required to implement the estate plan following a death, when emotions are raw and the potential for conflict is high.