The laws relating to the transfer of wealth before and upon death are complex and ever-changing. We counsel clients on various ways to assure the smooth transition of wealth through the generations, while seeking to maximize the amount that is actually received by the client's beneficiaries.
On the other hand, we recognize that not every estate needs complex estate planning strategies, and we make an effort to keep the plan as simple as possible while still achieving the above stated objective. For this reason, many of our clients need just a simple Will, and we provide this service at a reasonable price and use that experience as an opportunity to get to know new clients who may need our services in another context on another day.
It is not uncommon for family members and friends to disagree about the true intentions of a decedent. When this occurs, it is often necessary to conduct a detailed investigation of the facts to resolve the concerns raised by one of the parties. It is in this context that our clients benefit from our superior ability to obtain, organize and digest the critical facts.
We have represented parties objecting to a proposed disposition under a will and trust, and we have represented fiduciaries who are defending a proposed disposition of a property. Sometimes we are able to bring the parties together to see the wisdom, both financially and emotionally, of resolving their differences. On other occasions, the parties' differences are economically and personally irreconcilable, and we place our clients in the position to effectively present their case to the Judge in order to achieve the desired result.