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What Our Clients Say

...I’ve been very pleased with the work your firm has done now for over a decade for me… You got a happy client here and I just wanted to thank you again.

John B. Enright
Raymond James Ltd.

Wills, Estates & Trusts

Our goal is to help our clients arrange their personal and business affairs in the most efficient and advantageous manner possible.

We work closely with our clients and their other professional advisors to develop a customized estate plan. We use vehicles like tax-planned trusts and wills to accomplish our client's personal objectives while minimizing adverse tax consequences, including the reduction of probate taxes. We are experienced in the complex issues relating to business succession planning and ongoing wealth transfer. In this way, our clients are better prepared to deal with aging, illness, incapacity and death.

Upon incapacity or death, we represent and advise Estate Trustees, beneficiaries, heirs, surviving spouses and other family members. We have unique expertise advising families with disabled beneficiaries. When disputes arise in the administration of an Estate, we provide experienced counsel to assist in their resolution, whether by litigation or other dispute resolution mechanisms.

Areas of our Wills, Estates & Trusts Practice Include:

  • Estate Administration
  • Family or Discretionary Trusts
  • Succession Plans
  • Trusts for Disabled Beneficiaries
  • Estate Litigation
  • Powers of Attorney
  • Tax Planning
  • Wills

Connect to members of our Wills, Estates & Trusts Practice:

Anne Kennedy

Bryan McNulty

 

Craig Ross

 

Bonnie Yagar