Services

Estate Planning

Family at the BeachWe focus on the individual needs, desires and family dynamics of our clients when designing simple and complex estate plans. It is our goal to work to create a smooth transition for the transfer and management of assets, including dealing with small business and real property interests. We accomplish the individual or family goals by the use of revocable (or irrevocable) trusts and wills. We plan larger estates by the use of techniques to minimize estate tax through gifts, irrevocable trusts and other methods.

Probate

We handle all aspects of probate administration for individuals with Wills or those who have died without a Will, including Spousal Property Petitions, Petitions to Determine Succession to Real Property, transfers of small estates and miscellaneous probate matters, petitions and dispute resolution.

Trust Administration

We handle all aspects of trust administration to carry out the provisions of Trusts, including funding of any subtrusts for surviving spouses or domestic partners or for minor children, and distribution of assets to beneficiaries.

Business and Corporate Law

Our office handles the creation and maintenance of small business entities and assists in the planning for business succession.

Fees

Our legal fees are generally quoted at a flat rate and upon conclusion of an initial consultation. Some matters are billed on an hourly rate basis.