Practice Areas

Attorneys are well-versed in numerous legal issues relating to the planning and administration of estates. They provide advice and prepare documents that will define the client’s intentions regarding his or her property upon death. They aim to prepare documents that eliminate or minimize the imposition of estate and death taxes as much as possible. Attorneys also prepare documents for business owners, which can bring about the transfer of the business, property, and its control to the beneficiaries, while minimizing taxes. These lawyers can also handle trust and estate disputes and litigation in state and federal courts. In addition to preparing wills and trusts, attorneys also prepare documents that assist with managing the client’s assets and health care during their lifetime. These may include documents such as:

Lifetime trusts for property management
Powers of attorney
Declarations of homestead which protect a person’s home from the claims of creditors
Health care proxies

When the need arises, attorneys can secure the appointment of a conservator or legal guardian or conservator by the Probate Court to protect an incapacitated person and his or her property. Attorneys can handle all aspects of estate administration. In the event where a trust is to take effect upon a client’s death, lawyers can provide advice regarding funding and administration of the trust. Tax services can include the preparation of annual income tax returns for clients.