TRUSTS & ESTATES LAW

 

Our Trusts and Estates team provides a full range of estate planning, business succession planning, and estate and trust administration services for individuals, closely-held businesses, charities, trusts, and estates.

WE’RE WITH YOU THROUGH LIFE’S STAGES

We help you plan for all of life’s major changes – marriage, divorce, birth of a child or grandchild, starting a new job, purchasing, expanding or selling a business, going public, planning for the care of children with special needs, retirement, disability, the death of a spouse or other family members, and end of life planning including wills and trusts. Our goal is to provide counsel to ensure you have peace of mind today and are fiscally prepared for the future.

 

OUR EXPERTISE INCLUDES

  • Establishment of Charitable Remainder & Lead Trusts
  • Wills, Will Contests, and Will & Trust Interpretation
  • Financial Powers of Attorney
  • Healthcare Directives or Living Wills
  • Shareholders & Buy-Sell Agreements
  • Family Limited Partnership Agreements
  • Split-Dollar Insurance Agreements
  • Documentation for Intra-Family Sales
  • Pre-Marital/Nuptial Agreements
  • Trust & Probate Litigation
  • Establishment of Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, & Generation-Skipping Trusts
  • IRAs & Qualified & Non-Qualified Retirement Accounts including Designating the Beneficiaries
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TRUSTS & ESTATES ATTORNEYS

 

Andrew Heger
Andrew Heger
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Soledad Lamas
Soledad Lamas
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LET’S WORK TOGETHER

We take on complex and challenging legal matters with an elite team of attorneys.
Get in touch with our Practus Partners and let’s get started in helping you or your organization.

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