Our estate planning attorneys and probate lawyers provide estate, financial, and tax planning services, including probate and trust administration and litigation services, for estates of all sizes.
Members of our Estate and Probate group offer a full range of services related to the accumulation, preservation, and transfer of assets to families and other beneficiaries. This includes litigation—if necessary—to pursue, protect, and investigate those assets.
Group Overview
Geoffrey Taylor leads the Estate Planning Practice Group and shares his perspectives.
Typical matters involve succession planning for family business and investment assets, and funding of educational opportunities for children and grandchildren through irrevocable trusts and other techniques. In addition, our approachable attorneys help clients achieve financial and life goals, provide continuing care for people with special needs, and accomplish important charitable objectives for individuals and families.
Our estate planning and probate attorneys can help accomplish these goals while minimizing taxes, avoiding probate, and maximizing retirement accumulations frequently subject to income and estate taxes. The group also litigates the rights and obligations of trustees, beneficiaries, personal representatives and heirs, and handles guardianships and conservatorships.
Our estate planning attorneys, experienced in elder law and long-term care planning, work hard to help seniors manage the changes that come with aging.
Our law firm’s estate planning and probate services include:
