Estate Planning and Administration

Comprehensive Estate Planning and Conflict Resolution

Our attorney have worked extensively with clients to prepare estate planning documents that accurately reflect the client’s wishes. Often, we are asked to mediate complex and difficult issues involving parties with conflicting interests. From succession planning for corporate clients to simple estate planning documents, our attorneys are able to provide comprehensive legal services to address our clients’ needs.

What we’ve done:

Our attorneys are able to provide sound advice on such subjects as:
– Guardian/conservatorship
– Wills and trust
– Advance medical directives
– Powers of attorney
– Estate administration

Types of matters:

We have represented numerous parties on such matters as:
– Petitioning for guardianship
– Opposing petitions for guardianship
– Advising guardians and conservators on the respective fiduciary
responsibilities
– preparing estate administration filings including inventories and
accountings

Leadership:

The Firm’s lead attorney for Estate Planning and Administration, Gerald W.S. Carter, a partner in the Firm, has over thirty years of experience in representing clients in diverse estate matters.