SERVICES

ESTATE PLANNING

  • Design, drafting, and implementation of estate plans including wills, trusts, powers of attorney, and advanced planning as appropriate under the circumstances

  • Review and consultation of existing plans

ESTATE SETTLEMENT

  • Trust and estate administration

  • Probate administration

  • Stress Testing - Does Your Current Estate Plan Work?

TRUSTEES

  • Uniquely situated to advise corporate fiduciaries regarding trust construction, regulatory obligations, and fiduciary duties

  • Expert fiduciary administration services