We assist our clients in designing and implementing their personal estate plans. This includes wills, trusts, disability planning (e.g., financial powers of attorney and medical documents), marital property agreements, entity formation, and related work.
ESTATE AND TRUST ADMINISTRATION
We advise executors and trustees regarding their fiduciary duties, helping to guide them through the appropriate tasks connected with estate and trust administration. We also represent beneficiaries to assist them in understanding and protecting their interests in estates and trusts
CHARITABLE PLANNING AND ADMINISTRATION
We facilitate our clients’ charitable desires through the creation, funding, and administration of Donor Advised Funds, charitable trusts and family foundations, and documenting pledges and outright gifts. Our practice also includes the representation of public charities in connection with planned-giving issues, often on a volunteer basis.