Main content
Estate Planning & Probate
Estate Planning & Probate GroupF. Scott B. Geneva, Chair
Custom Estate Planning Solutions
Our advice is customized for each individual, with attention to tax consequences, family relationship concerns and efficient administration services:
- Estate planning - Services for wealth transfer and estate planning range from simple wills to complex trust arrangements
- Tax planning - Reduction of the impact of gift, estate and generation skipping taxes
- Business Succession Planning - Comprehensive plans provide your business with a timely and smooth transition upon retirement, sale, disability or death
- Probate - Guidance for fiduciaries in the administration of trusts and the Estate, assistance in the distribution of non-probate assets and preparation of estate tax returns
- Litigation - Representation in will challenges, undue influence claims and fiduciary conduct cases
- Property ownership - Advice on proper ownership of assets and beneficiary designations
- Charitable giving - Implementation of effective methods to achieve your charitable goals
- Asset protection - Structuring of asset ownership to provide security for your family
Business and Estate Documents
Our documents are crafted with a careful review of our client’s objectives, family relationship concerns and potential tax consequences:
- Wills
- Trusts: revocable trusts, testamentary trusts, grantor retained annuity trusts (GRATs), life insurance trusts, charitable lead annuity trusts (CLATs), charitable remainder trusts (CRTs), intentionally defective grantor trusts, qualified sub-chapter S trusts, electing small business trusts (ESBTs), spendthrift trusts, Q TIP trusts, dynasty trusts
- Powers of attorney: durable power of attorney, health care power of attorney
- Living wills
- Buy-sell agreements
- Shareholder agreements
- Limited liability company operating agreements
- Family limited partnerships
