Estate Planning

The primary focus of our legal practice involves estate planning. Our attorneys undertake a wide variety of estate planning matters, delivering targeted legal solutions that meet our clients’ needs and circumstances. We focus on meeting our clients’ personal and business goals, using our knowledge of income, gift, estate and generation-skipping taxation to protect their assets for future generations.

Estate Planning Services

  • Wills
  • Living trusts
  • Power of attorney for property
  • Power of attorney for health care
  • Living wills
  • Family limited partnerships
  • Corporations
  • Limited liability companies
  • Grantor retained annuity trusts (GRATs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Irrevocable life insurance trusts (ILITs)
  • Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs)
  • Special needs trusts
  • Premarital planning
  • Legal issues related to IRAs, 401(k)s and pensions
  • Guardianships and Conservatorships
  • Wealth preservation for large estates

Individualized Service

Proper planning does more than provide for the transfer of assets at death. We work with our clients, who include business executives, owners of privately held businesses, investors, farmers and ranchers, surviving spouses and families to create unique estate and business plans that preserve assets and minimize taxes, both during their lives and, often, for many years beyond. In many instances, we work with other family advisors, including accountants, financial planners, stockbrokers, insurance agents and other attorneys to ensure a comprehensive approach to a client’s estate plan.