Trusts & Estates

We provide practical, well-considered counsel on all aspects of Trusts & Estates for individuals, couples, families, business-owners, and institutional trustees. Safeguarding and carefully managing your assets can be a complex matter so we provide personalized guidance for your estate planning, estate and trust administration, and litigation needs.

Trusts & Estates Law

A trusted advisor for a variety of situations.

Our Professionals

We provide a sound approach to a variety of Trust & Estates clients for unmarried individuals, couples, families, businesses, and institutions.

Our services include:

 

  • Estate Planning– We work with you in the creation and execution of wills and trusts, in the preservation and disposition of assets, financial and healthcare powers of attorney, durable powers of attorney, Medicaid planning, living wills and other related documents.
  • Estate & Trust Administration – We handle all aspects of probate and estate settlement. Additionally, we provide advice to fiduciaries regarding the proper administration of estates and trusts, including tax planning as well as the management and distribution of assets.
  • Fiduciary Services – We advise fiduciaries and beneficiaries regarding trust and estate matters coming before the relevant local court. This includes preparation of all court documents and court appearances.
  • Charitable Giving and Planning Advice– We advise individuals and charities about issues related to charitable giving. This includes the creation of trusts that provide charitable and individual benefits, as well as other sophisticated charitable giving techniques, including family foundations.
  • Wealth transfer planning – We ensure a smooth transition of wealth from one generation to another. Specific advice includes irrevocable life insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, installment sales to grantor trusts and other sophisticated wealth transfer vehicles.
  • Executor/trustee – We prepare all probate documents and trusteeship appointment documents. We will appear in court, if/when necessary.
  • Personal legal/financial planning – Advice on issues related to premarital planning, asset protection and financial planning.

 

To learn more about our Trusts & Estates practice, please contact one of our Practice Group Chairs: Leon C. Boghossian III: Chair, or Robert B. Levine: Vice-Chair.