Estate Planning, Wills, Trusts, and Successions
Our estate planning and successions attorneys assist clients in determining and reaching their short-term and long-term financial goals. Our aim is to coordinate the client’s personal and business goals and lifestyle desires with the protection and growth of their assets.
We have experience in the areas of insurance, retirement plans, beneficiary designations, will and trust planning and preparation, business planning and successions. We regularly work with insurance agents, retirement plan sponsors and administrators, investment and financial planners, CPAs, and other attorneys to offer the best overall planning possible at reasonable rates.
We have experience in the areas of insurance, retirement plans, beneficiary designations, will and trust planning and preparation, business planning and successions. We regularly work with insurance agents, retirement plan sponsors and administrators, investment and financial planners, CPAs, and other attorneys to offer the best overall planning possible at reasonable rates.
Representative Work
- Legal challenges to wills and testaments
- Resolution of intra-family disputes through mediation
- Special needs trusts
- Succession litigation and arbitration