Estate Planning

We advise individual clients and their families on the use of traditional and innovative estate planning arrangements for the management, conservation and transfer of wealth. Through detailed consultations with our clients, we can create estate plans that provide:

  • Optimal utilization of assets during life,
  • Orderly disposition of assets after death that fulfills testamentary objectives and family needs, and
  • Avoidance of taxes and probate administration.

In addition, we work with clients to create advanced health care directives to provide clarity and dignity with respect to medical decisions in the event of incapacity.

Estate plans often include a combination of the instruments and methods listed below:

  • Last Will and Testament
  • Revocable and Irrevocable Trusts
  • Tax Savings Trusts, including Marital Bypass Trusts and Charitable Remainder Trusts
  • Qualified Domestic Trusts for non-citizens
  • Durable Powers of Attorney
  • Advanced Health Care Directives
  • Guardianship Nominations
  • Family Limited Partnerships
  • Asset Protection Trusts
  • Life Insurance
  • Gift Planning
  • Property Transmutation Agreements
  • Business Interest Rearrangements

To schedule a consultation, please send an email to

Or call our office at
(408) 297-2277

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