Trust & Estates
Our Trusts & Estates practice is dedicated to ensuring that the proper distribution of the testator’s assets pursuant to the testator’s wishes, while proactively guarding against the unnecessary legal disputes and excessive tax liability.
However, when legal challenges are mounted against our beneficiary clients, we aggressively represent our individual or nonprofit clients in court proceedings and dispute resolutions to ensure they receive the distributions to which they are entitled.
We work closely with individuals to set up wills, trusts, and other instruments to maximize asset transfers, minimize tax exposure, and avoid lengthy probates, trials, and possible asset redistribution.
Our Trust & Estate Services include:
- Drafting trusts and wills for individual clients.
- Representing individual and nonprofit beneficiaries of wills to ensure they receive the proper bequests in accordance to the will or trust instrument.
- Representing our clients in will and trust contests.
- Negotiating pledge agreements between donors and nonprofits.