Estate Planning

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It is our goal to listen to our clients to determine how they would ideally prefer their assets pass at the time of their death and then to work with the client to achieve those goals in the most tax-efficient way possible.  We take the time to understand the client’s family dynamics so that we can counsel the client on both the financial aspects of estate planning and the client’s family needs.  We will then customize estate planning documents to meet the client’s needs.  We will explain all possible estate planning techniques that the client might be interested in using to maximize the amount passing to family members to preserve family wealth.  Our estate planning attorneys have decades of experience in representation of individuals, families, and closely-held businesses in connection with estate planning and how best to effectively transfer assets from one generation to the next.  Our attorneys are on the forefront of the ever-changing federal and state tax laws to continually maintain the highest standard of legal knowledge necessary to preserve wealth.

 Our estate planning attorneys can assist with:

    • Wills
    • Revocable Trusts
    • Powers of Attorney
    • Special Needs Trusts
    • Living Wills and Health Care Proxies
    • Conservatorships
    • Guardianships
    • Asset Protection Plans
    • Dynasty Trusts
    • Irrevocable Life Insurance Trusts (“ILIT”)
    • Irrevocable Grantor Trusts
    • Charitable Trusts
    • Qualified Personal Residence Trusts (“QPRT”)
    • Lifetime and Post-Mortem Gift Planning
    • Business Succession Planning

For more information on the estate planning services our firm can provide, please contact Frank J. Gilbride II, Thomas P. Spellane, or Dorothy M. Freeburg.