Our firm has a great deal of experience not only in preparing basic estate planning documents such as wills and powers of attorney, but also in the preparation of revocable trusts.
We are also experienced in preparing certain kinds of irrevocable trusts, such as special needs trusts, charitable lead trusts, and charitable remainder trusts.
We counsel clients from a variety of circumstances and walks of life on questions concerning whether they need a trust and what kind of trust might work best for them.
We also assist clients who have already executed and funded revocable trusts but may want to change certain terms and provisions of those trusts, whether for reasons of changes in federal or state tax laws, because they have moved from a different state, or because circumstances concerning their beneficiaries have changed. We help clients to understand that trusts can be powerful and flexible estate planning tools that can accomplish a wide variety of aims.