Estate Planning and Probate

Our lawyers are experienced in all aspects of estate planning, trust administration and probate. The firm’s breadth of experience allows us to focus on every client’s unique needs and objectives, ranging from simple assurance of family security in case of an untimely death, to complex family business succession, to trust and estate litigation. We assist clients with all variety of estate planning and probate matters, including:

  • Wills and revocable trusts
  • Durable powers of attorney
  • Health care powers of attorney and living wills
  • Lifetime wealth transfers
  • Life insurance planning
  • Succession planning for closely held businesses
  • Minors’ trusts
  • Planned charitable giving
  • Tax planning
  • Estate and trust administration (probate)
  • Preparation of estate tax returns
  • Guardianships and conservatorships
  • Will and trust litigation

Attorneys to contact:

Richard Underwood

Sandra Portney

David M. Kozak