Estates Planning and Estates Administration

Estates Planning and Estates Administration

Estates Planning and Estates Administration

Our estate planning and administration practice encompasses estate planning and trusts and estate administration, including issues important to owners of closely-held businesses, real estate investors and corporate executives.

We prepare plans to help clients keep assets available to pay taxes and other obligations after death, ensure the orderly transfer of business interests and protect these interests from creditors. As part of our trust and estates practice, we prepare all types of wills and trusts, family limited partnerships, charitable donations and related documents.

Our firm administers estates, providing a wide range of related services, including:

  • Preparing applications for Certificates of Appointment (commonly referred to as “probate”)
  • Arranging for the management and distribution of assets
  • Preparing estate tax returns