Estate Planning, Wills, Trusts and Successions

Our estate planning attorneys work with clients to assist them in determining and reaching their short-term and long-term financial goals. Our aim is to coordinate the client's personal and business goals and lifestyle desires with the protection and growth of their assets.

The Firm's attorneys have experience in the areas of insurance, retirement plans, beneficiary designations, will and trust planning and preparation, business planning and successions. Our attorneys regularly work with insurance agents, retirement plan sponsors and administrators, investment and financial planners, CPAs, and other attorneys to offer the best overall planning possible at reasonable rates.

Examples of our work include:

  • Legal challenges to wills and testaments
  • Resolution of intra-family disputes through mediation
  • Special needs trusts
  • Succession litigation and arbitration