Trust & Estates

Trust & Estates

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For over a century, our estate planning lawyers have counseled families with all aspects of trust and estate planning, administration and dispute resolution. We carefully and prudently advise fiduciaries and beneficiaries regarding their rights and responsibilities during trust and probate administrations. Through our seasoned and thoughtful legal counsel, we provide families, beneficiaries and fiduciaries peace of mind during unavoidably difficult times.  


Areas of Focus

  • Estate planning: trusts, wills, advanced health care directives and durable powers of attorney
  • Probate and trust administration
  • Advising individual, professional and corporate fiduciaries (trustees, executors, conservators, guardians and agents)
  • Fiduciary accountings
  • Tax planning, strategy and analysis (including estate and gift tax returns)
  • Transfers of real and personal property
  • Gifts and generational transfers of wealth
  • Foundations and charitable giving
  • Conservatorships 
  • Special needs trusts

"Thank you for the excellent estate work. The clarity and the end product were the best I’ve seen in fifty years of reviewing trusts and wills for clients."

Tom Jones
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Financial Advisor, Hahn & Hahn Client

Our practice certifications include Certified Public Accountant as well as Specialist in Estate Planning, Trust and Probate Law and Specialist in Taxation, which reflect high skill and experience in the field, commitment to education and the respect of peers, judges and clients.