From simple estate plans involving basic wills and revocable trusts, to the most sophisticated estate plans and legal instruments, you’ll get the estate planning solutions you need with an experienced legal team that supports you every step of the way. We’ll protect and maintain your wealth while minimizing your expenses, estate and gift taxes, and stress.
The following is a partial list of documents that are used in the estate planning process:
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.