Estate & Trust Planning

Regardless of the size of your estate or the nature of what you own, we can assist you in developing an estate plan that best meets your needs and wishes.  We provide a complete estate planning service, including preparation of:

• simple and tax-planned wills;

• living revocable trusts;

• irrevocable trusts;

• special needs trusts

• gifts to family and charity;

• pre-and post-marital agreements;

• conservation easements;

• powers of attorney;

• directives to physicians (living wills); and

• family limited partnerships and other business entities

We stand ready to advise you regarding the estate, gift, and generation-skipping, tax implications of any estate plan and the distribution of your property.  We also can prepare your gift tax and estate tax returns.  We will work cooperatively with your accountant, financial planner and all of your other trusted professional advisors.

We also assist people with planning for Medicaid services, including creating qualified income (Miller) trusts, lady bird deeds, and special needs trusts.  We can help with resolving disputes with family, care givers, and nursing homes.