Practice Area: Trust and Estate, Charitable Planning, Estate Tax Planning, Wills and Probate, Trust Litigation, Trust Administration, Family Business Planning, Prenuptial Agreements, Estate Planning, Small Business Administration, Business Law, Entity Formation and Maintenance, Registered Agent Services, Business Succession Planning, Estate and Gift Tax Planning, Irrevocable Life Insurance Trusts, Intentionally Defective Grantor Trusts, Estate Tax and Gift Tax Returns, Charitable Remainder Trusts, Charitable Lead Trusts, Donor Advised Funds, Probate, Trust Construction Actions, Name Changes, Real Property Transfer Documents
About: As a strategic partner to our clients, we help evaluate and pursue legal strategies that meet philanthropic, business, and wealth transfer goals, while simplifying estate plans wherever possible.In addition to preparing the legal documents for your estate plans, our staff helps ensure your trust is fully “funded.” Funding your trust is the process of transferring your assets from you to your trust. To do this, the titles of your assets...
Former Firm Names: We are proud to continue serving clients under our established name.
Clients: Our clients value our commitment to privacy and professionalism.
Other Office Locations: We offer remote legal services and assist clients anywhere.
References: References are shared directly with clients to ensure confidentiality.