Estate Planning

Probate is the legal process by which a person's debts are paid and assets are distributed upon his or her death. Estate administration includes the probate process as well as non-probate transfers of the decedent's assets. Probate can often be avoided by the use of living trusts and our firm regularly establishes trusts and counsels and assists Trustees in fulfilling their fiduciary duties.

In the estate planning area, I have experience in a range of matters including:

  • Preparing Wills
  • Establishing Trusts including:
         - Revocable Trusts
         - Irrevocable Trusts
         - Charitable Trusts
         - Irrevocable Life Insurance Trusts
         - Qualified Personal Residence Trusts
         - Special Needs Trusts
  • Preparing Durable Powers of Attorney
  • Probate Administration
  • Trust Administration
  • Preparing Advance Medical Directives including Living Wills and Health Care Surrogate Designations

I provide services in areas of estate planning, and estate and trust administration.