Wills, Trusts + Estate Planning

Professional service on a personal level.

We provide the following estate and trust services:

  • Business succession planning
  • In-depth, personal advice and counsel from an experienced team
  • Preparation of wills and trusts
  • Appointment of powers of attorney, healthcare representatives, living wills and guardianships
  • Charitable gift planning
  • Effective tax planning to minimize income and estate taxes, and to maximize the tax advantages of charitable gifts
  • Planning and implementation of complex gifting strategies
  • Experienced counsel to executors, trustees and beneficiaries in the administration of estates and trusts, including advice on federal and estate tax matters
  • Dispute resolution
  • Estate and trust litigation

Our clientele is as extensive as our services. 

Estates, wills and trusts clients we represent include, but are not limited to:

  • Families
  • Individuals and single households
  • Multigenerational families
  • Small businesses and startups
  • Largescale corporate entities
  • Entrepreneurs and innovators
  • Agricultural companies
  • College and university professors
  • Professionals