Areas of Practice

ESTATE PLANNING

• Wills / Powers of Attorney / Healthcare Proxies (Living Wills)

  • Nominating Guardians of Minor Children under Wills

  • Spousal Credit Shelter Trusts

  • Burial Authorizations

• Trusts

  • Irrevocable Life Insurance Trusts (ILITs)

  • Charitable Remainder Trusts (CRATs and CRUTs)

  • Grantor Retained Trusts (GRITs and GRATs)

• Charitable Giving Plans

• Family Foundations

PROBATE and ESTATE ADMINISTRATION

• Preparing and filing Petitions for Probate

• Guidance on marshaling assets

• Retitling Assets

• Guidance on disbursements

• Receipt and Release Agreements

TRUST and ESTATE LITIGATION

• Will contests

• Actions to produce assets

• Contested accountings

• Trustee Breach of Fiduciary Duty