Wills & Trusts

Whether a client's estate is large or modest, our commitment is to implement estate planning documents for each client that will carry out his or her objectives in the most appropriate manner. No one document is suited to each client nor is there such a document as a "simple" Will.

Therefore, as a part of the Estate Planning process we meet with our clients to educate ourselves about the client's particular situation, goals and objectives, and then develop and provide recommendations to fit the client's needs. Through this process we often employ a variety of Estate Planning techniques to accomplish a client's objectives, such as:

  • Declarations of Domicile
  • Irrevocable Insurance Trusts
  • Advance Directives
  • Irrevocable Gifting Trusts
  • Health Care Surrogates
  • Grandchildren's Trusts
  • Living Wills
  • Grantor Trusts
  • Preneed Guardian
  • Grantor Retained Annuity Trusts
  • Powers of Attorney
  • Charitable Remainder Trusts
  • Complex Wills
  • Charitable Lead Trusts
  • Pour Over Wills
  • Qualified Personal Residence Trusts
  • Revocable Trusts
  • Private Foundations
  • Prenuptial Agreements
  • Family Limited Partnerships or LLCs
  • Postnuptial Agreements
  • Private Annuities

Developing an estate planning strategy that best suits your needs starts with one of our Trusts & Estates Practice Group attorneys meeting with you and taking the time to listen to your goals and objectives. We would welcome the opportunity to meet with you and learn more about your planning needs.


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