Estate & Legacy Planning

We specialize in all aspects of estate planning and will work closely with you to design and execute a succession plan that satisfies all of your current and future objectives including: revocable and irrevocable living trusts for single, married, and same sex partners, wills, incapacity planning including advance health care directives and durable powers of attorney, guardianship planning, charitable and life-insurance trusts, special needs trusts, pet trusts, Dynasty trusts, generation skipping transfer tax exempt trusts, and other specialized trusts for long term succession planning.

Estates & Trusts Administration & Litigation

We represent executors, administrators, trustees and beneficiaries in all aspects of probate and estate and trust administration, including marshaling probate assets, initiation and completion of a probate estate, probate sales, inventory and appraisal, accounting and distribution.
In addition, our team has extensive litigation experience and in depth knowledge of trust and probate law and procedures. Our services include a full range of trust and probate controversies, including will and trust contests, interpretation disputes concerning complex estate planning documents, contested accountings, community property disputes and breach of fiduciary duty claims. We handle discovery, motion practice, settlement negotiations, trials and appeals.

Fiduciary Services

Our firm also provides fiduciary services in all aspects of estate, trust and conservatorship management. We have successfully managed and continue to manage numerous complex estates, trusts and conservatorships including without limitation serving as the court-appointed conservator, trustee and administrator. Our services include property management of multi-family and commercial properties, as well as portfolio management. We take particular pride in providing personalized one-on-on fiduciary services to address issues such as educational and living expenses and retirement planning for individuals and families. Our personalized services efficiently bypass institutional formalities making us the ideal fiduciary choice of estates and trusts that do not otherwise qualify for institutional management.