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Trusts & Estates

Design, funding, and administration of revocable and irrevocable trusts.

A well-drafted trust is one of the most effective instruments available for protecting assets, providing for family, and avoiding the cost and delay of probate. But a trust is only as good as its design — and its administration.

We work with clients to build trusts that fit the situation, then help administer them over the years that follow. Funding is often overlooked by other attorneys — we consider it central.

What this work includes

• Revocable living trusts
• Irrevocable trusts for asset protection and tax planning
• Special needs trusts
• Charitable remainder and lead trusts
• Trust funding and asset transfer
• Ongoing trust administration

We also assist trustees with their fiduciary obligations — from accounting to distributions — so that administration runs smoothly.