Trust, Estate & Charitable Planning

Your family is important to us. We work closely with families and their advisors to prepare and administer estate plans that pass on family values, provide for the care and support of family members and friends, transfer assets, transition the family business, benefit charities, and minimize income taxes, and estate and gift taxes.

Estate Planning Matters! Newsletter

Read the Fall/Winter 2012 issue of Estate Planning Matters! to learn why everyone needs an estate plan, especially business owners, and the complex issues surrounding the transfer of both large and small closely-held companies.

Estate Tax Updates

Sign up to receive information on developments on the federal estate tax law.

Estate Planning

Your privacy is important to us, and we respect and protect the information you share with us. We begin the estate planning process by listening to your family goals and values. Working together with you and your advisors, we design and implement a comprehensive estate plan that protects your family and your assets, during your lifetime and beyond.

We bring together the knowledge, experience, and attention to detail that are necessary to provide the highest quality of service for your estate planning needs. Our proactive, focused, and timely approach will benefit you from an initial estate plan for a young family to sophisticated estate planning and tax planning for executive benefits, family business succession, charitable giving, and multi-generational family wealth planning. Our Trust, Estate & Charitable Planning team assists families in the following areas:

  • Asset titling and ownership structures
  • Beneficiary designations for life insurance and retirement plans
  • Cabin succession planning
  • Charitable giving, including charitable trusts, private foundations, and donor advised funds
  • Estate, gift, and generation-skipping transfer tax planning
  • Estate and trust dispute resolution
  • Family business succession planning
  • Family limited partnerships and limited liability companies
  • Financial powers of attorney
  • Health care directives and living wills
  • Intra family loans
  • Irrevocable life insurance trusts
  • Lifetime giving programs
  • Multi-generational estate planning and trusts
  • Planning for incapacity
  • Prenuptial and postnuptial agreements
  • Probate and trust administration
  • Special needs trusts and supplemental needs trusts
  • Stock options and executive benefits
  • Tax dispute resolution
  • Values-based planning
  • Wills and revocable trusts

Contact us if you would like to develop an estate plan or update your existing plan. We will start the process by gathering information from you using our Estate Planning Guide (individualsmarried couple).

Trust and Estate Administration

We assist personal representatives, trustees, or beneficiaries during all aspects of the probate of an estate or the administration of a trust. The process involves communicating effectively, selecting an appropriate fiduciary, gathering asset and liability information, protecting the assets, valuing the assets, preparing an inventory, preparing tax returns, paying debts and taxes, resolving claims, preparing annual and final accounts, and making distributions.

View our Estate Administration Checklist.

Trust and Estate Dispute Resolution

We work with trustees, personal representatives, and beneficiaries of trusts and estates to resolve disputes. Planning ahead and communicating effectively can often reduce or eliminate trust and estate disputes. If a dispute arises, we can assist by listening to the parties involved, providing options to address the issues, and guiding the process toward resolution. If a dispute cannot be resolved in this manner, our experience includes litigation in state and federal courts, as well as alternative dispute resolution, such as mediation and arbitration.

Tax Dispute Resolution

We provide complete income, estate, gift, and generation-skipping transfer tax dispute resolution services, from IRS audit and appeals procedures to tax litigation in state and federal courts. We have the knowledge and experience necessary to resolve tax disputes efficiently and effectively.