Practice Areas

Wills, Trusts, Probate and Estate Planning Law

Preparation of Wills

Preparation of simple Wills | Preparation of complex Wills with trusts | Preparation of Wills with Credit Shelter Trusts (By-Pass Trusts), Marital Trusts, and Generation Skipping Trusts

Preparation of Revocable Living Trusts

Including Credit Shelter Trusts (By-Pass Trusts), Marital Trusts, and Generation Skipping Trusts | Pour-Over Wills and related documents | Complete funding of revocable living trusts (transfer of assets to trusts)

Planning and Preparation of Sophisticated Estate and Gift Planning Tools including:

Grantor Retained Annuity Trusts (GRATs) | Intentionally Defective Grantor Trusts | Irrevocable Life Insurance Trusts | Charitable Trusts | Charitable Remainder Trusts | Traditional Bypass planning with Credit Shelter and Marital Trusts | Other gift strategies

Preparation of Special Needs Trust for Children/Beneficiaries with special needs in order to maintain benefit eligibility

Probate Matters

Handling of the probate of wills | Independent Administration of Estates | Probate as a Muniment of Title | Other matters incident to the administration of estates, including complex estates

Preparation and filing of Estate and Gift Tax Returns, including “portability” filings

Trust Administration Matters, including the representation of individuals and trust departments in estate and trust administration matters

Business Succession Planning

Preparation of Buy-Sell Agreements, Shareholder Agreements and other succession planning tools

Business Entity Formation, including the preparation and structuring of various business entities and the correlation of those entities with the wills, trusts and estate planning strategies:

Corporations | S Corporations | Limited Partnerships | Limited Liability Companies | Professional Associations | Limited Liability Partnerships

The attorneys in our Wills, Trusts, Probate and Estate Planning Law practice include: