The attorneys in our Estate Planning and Administration group are specialized in all aspects of counseling and preparing customized estate plans for our individual and closely held business clients. They work closely with each family to help define their goals. They then utilize their experience and technology to provide the appropriate means toward that goal – from a basic estate plan for an individual through a more complex business succession plan.
Our attorneys utilize a variety of individualized options such as wills, powers of attorney, revocable and irrevocable trusts, marital trusts, charitable trusts, family limited partnerships and special needs trusts for disabled children and adults. Usually several options are presented to the client who can choose the cost and level of complexity that suits them.
The primary reason people give for estate planning is to ensure their final wishes about the distribution of their assets are carried out. Examples of final wishes you may include in a will are how and where to bury you, how to dispose of your personal property and what to do with the family home. Once you begin including other factors, such as tax planning, the desire for keeping your financial affairs private or handling multiple real estate holdings, your estate plan becomes more complex.