Each member of our Firm is dedicated to building a relationship of trust between clients and their legal counsel, one that fosters the disclosure and discussion necessary for effective representation. Clients seeking to create a new estate plan may intend to preserve the family legacy for their grandchildren, to shelter it from opportunistic in-laws or unnecessary taxes, or to give a portion to their church or alma mater. They may seek a second opinion on an ill-advised spend-down strategy to establish eligibility for Medicaid benefits. Whatever their special purpose in seeking counsel, we strive to listen for the expression of those concerns and to design and implement a resolution tailored for each client.
This trusted relationship provides the foundation for effective representation of our estate planning clients, but also of family members appointed as fiduciary, those involved in litigation over wills, trusts and estates, and those planning for a new business or tax-exempt entity. As trusted counsel, our attorneys are also appointed to serve as executor or trustee where clients or the courts prefer an independent, professional fiduciary for protection of the beneficiaries.