Trusts & Estates

We represent individuals, families, business owners, fiduciaries, and charitable organizations. We provide sophisticated estate planning, and counsel to families and help them make decisions that ensure security and peace of mind. We also handle the administration of estates and trusts, including probate and other judicial proceedings.

Our Estate Planning focuses on six key issues:

  1. Getting to Know You and your Family - Planning cannot be effective without first understanding your particular experience, needs, and objectives.
  2. Pre-Crisis Planning - We answer your questions-- even those you haven't thought of, and plan ahead. We believe an ounce of prevention outweighs a pound of cure.
  3. Tax Minimization-- Integrated tax savings are a function of our planning-- your goals are never sacrified for short term tax gains.
  4. Asset Management - We transition the management of your assets on your timetable and without outside pressures.
  5. Long-Term Care - You can't give it away, if you still need it. Long term financial and medical needs are never overlooked. Whether assisted care is a certainty or possibility it must be considered. Our planning integrates long-term care planning, state and federal benefits, protection of assets for community spouses, and potentially expedites eligibility for Medicaid.
  6. Probate Avoidance - Probate can be an expensive proposition, and consume tens of thousands of estate dollars. When appropriate, we utilize techniques to avoid the expense and hassle of probate in appropriate cases.

Our Services Include:

Revocable Living Trusts
Wills, complex and simple
Generation-skipping Transfer Taxes
Charitable Trusts and Foundations
Farm and Business Succession Planning
Limited Liability Companies and Partnerships
Insurance Trusts
Special Needs Trusts
Off-Shore Trusts
Dynasty Trusts
Powers of Attorney
Advance Directives for Health Care and Living Wills
GRATs, QPRTs, and other split interest trusts

For a consultation to discuss your legal options or to find out more about our Tax services, call us at 301.913.2948 or contact us online.