PRIVATE CLIENT SERVICES, TRUSTS AND ESTATES

Protecting wealth: secure wills, strategic trusts, incapacity directives, probate assistance, and cross-border asset transfer.
HomePRIVATE CLIENT SERVICES, TRUSTS AND ESTATES

Common Types of Cases

We assist clients in protecting and transferring wealth.

Wills, trusts, and codicils

Drafting comprehensive wills, trusts, and amendments to securely transfer assets and define beneficiaries.

Durable powers of attorney & healthcare directives

Preparing documents authorizing financial and medical decisions if you become incapacitated or disabled.

Probate representation

Guiding executors and beneficiaries through the court process of validating wills and administering the deceased's estate.

Cross-border inheritance strategies

Structuring international estates and assets to minimize tax liability and comply with foreign inheritance laws.

Probate and administration petitions

Filing necessary initial court documents to legally begin the formal process of administering the deceased's estate.

Letters Testamentary / Administration

Securing court-issued legal authority, granting the executor/administrator power to manage the estate assets.

Asset inventory & valuation

Compiling a complete, formal list of all estate assets and accurately determining their fair market value.

Creditor claim resolution:

Managing, verifying, and legally settling all outstanding debts and claims against the deceased person's estate.

How to Apply

Do You Think You Have a Case?

Protecting your interests is paramount; our civil litigation attorneys achieve this by either negotiating favorable resolutions or vindicating your case in the courtroom.

Useful Information

Frequently Asked Questions

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Civil litigation is a term that applies to any legal dispute where two or more parties are seeking monetary damages or a specific performance and does not include criminal accusations. Some cases go to trial in which a judge will determine the outcome, but not all will.
 

The most common kinds of civil litigation involve contract disputes (ie alimony, injury, debt), class action lawsuits (ie discrimination), property disputes and complaints filed against a government body.

How Long Do I Have to File My Lawsuit? No one-size-fits-all answer exists. Every state has time limits, called statutes of limitations, for filing lawsuits.
 
 
About 80 percent of cases filed in superior courts are resolved before they get to a trial. In civil cases, both sides of a case often agree to settle their disagreement and reach a compromise to avoid the expense of a trial or the risk of losing at a trial.
 
Alternative Dispute Resolution (“ADR”) refers to any means of settling disputes outside of the courtroom. ADR typically includes early neutral evaluation.
 
 
Arbitration is a procedure in which a dispute is submitted, by agreement of the parties, to one or more arbitrators who make a binding decision on the dispute. In choosing arbitration, the parties opt for a private dispute resolution procedure instead of going to court.
 

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Feel free to contact us if you need help with legal issues