Case Studies

Estate Planning and Probate Administration

Case Overview: Our client, an elderly individual, sought assistance in drafting a comprehensive estate plan to ensure their assets were distributed according to their wishes and to minimize estate taxes. 

Our Approach: Our estate planning attorneys conducted a thorough review of our client's financial situation and family dynamics. We crafted a customized estate plan that included wills, trusts, and powers of attorney tailored to their specific needs and objectives. 

Outcome: Following our client's passing, our probate administration team guided their heirs through the probate process with sensitivity and efficiency. We successfully navigated complex legal requirements and estate tax considerations, ensuring a smooth and timely distribution of assets to the intended beneficiaries.