Trusts and Estate Planning

We appreciate that every individual and family is unique. Each client has personal values, needs, goals and wishes that must be communicated and understood before a proper plan can be developed. By developing a relationship with our clients, we can then share our knowledge of the law and our experience garnered over many years about how we may best help you attain your goals. Individual, personal attention is our focus. Our practice approach is holistic and purposeful rather than mathematical or mechanical. Our goal is to build longstanding, productive relationships where we come to know you well and can tailor our approach to your assets, circumstances and planning goals.

Our firm works with clients in the early and late stages of their careers, finances and families. Our work involves clients with all levels of accumulated assets, including businesses, multiple homes, collections, insurance, retirement benefits, mineral interests, real estate and other investments. We are privileged to have many long-term client relationships where we represent everything from siblings to multi-generational members of large, scattered families. Our planning has involved blended families, divorces, widowers and individuals in non-traditional relationships. Whatever a family’s situation, we are prepared to create a plan that best matches goals with family circumstances.

Selected Strategies

We have the experience to inform our clients about the whole range of strategies, from straightforward to sophisticated wealth transfer planning tools, which will help to minimize taxes while accomplishing the substantive objectives of the client. Some of the estate planning tools we frequently utilize include: