We place great emphasis on providing caring service to individuals who have lost loved ones by assisting them with the often difficult tasks involved in the administration of estates and trusts. We advise executors and trustees concerning their fiduciary duties and assist with such tasks as the preparation of accountings and tax returns; working with the probate court in the commencement, administration and formal closing of estate proceedings; determining the value of assets for transfer tax purposes; and handling estate tax and fiduciary income tax returns while taking full advantage of the tax laws to reduce the impact of taxes on estates and trusts. We also have considerable experience in representing clients in the resolution of will disputes.

We work closely with the firm's business attorneys to meet the needs of our clients with family owned businesses. Planning for the transition of the closely-held business to the next generation often requires the utilization of a specially crafted estate plan that may include corporate reorganizations, buy/sell agreements among shareholders, significant valuation reviews and other business planning tools in addition to more traditional estate planning documents.

Estate Planning, Wills, Estates and Trusts Paralegals:
Jessica Dry
Crissie Curtis