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Please follow these links to learn more about our services:
Estate Planning
Let us help you prepare a will, trust, or
comprehensive estate plan, or review an existing estate
plan or document.
Estate and Trust Administration
For those facing court-supervised administration
of an existing will, or the estate of a person who
died without a will, we have experienced probate counsel to
handle the necessary proceedings and experienced administrative
staff to assist you with management and
administration of the estate.
We are experienced in guardianship and conservatorship matters,
and can assist with the legal proceedings in these
matters and with management and administration of the guardianship or
conservatorship estate.
Our staff has many years' experience in administration of trusts,
trust accounting, taxation of trusts, and
management of trust assets. We can provide a variety of services for
trusts and trustees, designed to meet the specific administrative needs of the trust.
Tax Planning and Compliance
We provide counsel and compliance services for tax matters from
personal
income tax planning and compliance, to dealing with complex trust and
estate tax issues, to preparation of federal gift,
generation-skipping and estate tax returns.
Non- Profit Entities
We provide expert counsel to guide non-profit organizations
in selecting and forming an appropriate form of entity, and in
governing that entity once it is formed. We bring to our non-profit
clients many years experience in forming and operating non-profit
entities, and in managing day-to-day operations of non-profits..
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