Probate Avoidance, Estate Tax Planning, Special Needs Planning & Long-Term Care Planning

We are ready to help clients who want a simple will, but at the same time, we have the expertise to design sophisticated estate plans.

Our estate planning practice includes traditional probate avoidance and estate tax planning, and also overlaps with our elder and disability law group to plan ahead for family members with special needs and to anticipate long-term care costs associate with aging. Retirement plans, including IRAs, represent a significant portion of the estates for many of our clients. We evaluate the death benefit options for such plans and tailor revocable trusts and beneficiary designations to achieve the client’s estate planning goals and favorable income tax results. Our practice is unique in our capacity to creatively address client concerns about special, personal, and family circumstances.