About This Area of Practice
We assist individuals and their families to create and implement plans for the transfer of their estates on death.
A will is only part of an overall estate plan. We consider and advise on a variety of complementary legal structures and provide practical advice suitable for each person. Joint-tenancy property arrangements, life insurance, inter vivos gifts and transfers, and inter vivos trusts, are only some of the options which we will review as part of the Will preparation and estate planning exercise.
In more complicated situations we work with our tax lawyers to implement comprehensive tax effective estate plans.
In planning for potential mental and legal incapacity, we prepare powers of attorney, health care directives, representation agreements and Committee applications and give advice on adult guardianship issues.
We are frequently retained by trustees, executors, and administrators to obtain the Probate of a Will and to advise with respect the administration of estates and trusts.
Where matters are contested, we work with our litigation lawyers to resolve issues, and where necessary represent clients in court proceedings.
Key Contacts
- James Baird*, Group Leader
- Lino Bussoli
- Richard DeFilippi*
- Maria T. Holman*
- Scott Murtha*
- Charles Rendina*
- Noah Sarna
*Personal Law Corporation
