Wills, estates, and trusts are increasingly complex areas of law to navigate.
We have a wide range of experience and knowledge about estate planning and transfer of wealth, during life, upon death, and even after death.
We assist both individuals and families, particularly business owners, to create and implement tax-efficient strategies for succession of their assets.
We consider and advise on a variety of complementary legal structures, including trusts, wills, joint ownership, life insurance arrangements, inter-vivos gifts and alter-ego trusts, among others. We ensure you are able to take advantage of all available tax planning strategies.
We are also able to assist when there is a family member with a disability or special needs, to ensure their continued financial well-being after your death.
Planning for your own mental or legal incapacity is another important aspect of how we can help, by advising on powers of attorney, representation agreements, health care advance directives, and adult guardianship issues.
We are frequently retained by trustees, executors and administrators to obtain probate of wills or advise on the administration of trusts.
Where matters are contested we will work to resolve the disputes and we will represent our clients in court proceedings where necessary.
We keep a blog of legal information and anecdotes for various situations. Stay up to date.
Visit our new location in Chase for legal services in that area.
This is the team that is dedicated to helping you with your legal issues.