We advise, prepare documents, and provide other services as necessary to assure that our clients’ objectives are achieved.

We listen to our estate planning clients, we provide options, and we prepare documents.

In estate planning, this includes listening to our clients to determine what is most important to them. Some clients are most interested in being sure trusted persons are authorized to manage their assets upon incapacity or death. Others are more concerned about who will receive their assets upon their deaths. Many clients want to avoid unnecessary delay and expenses upon their deaths, such as sometimes happens in the administration of estates in probate. Some are concerned about estate and income tax issues. We provide our clients with the facts and options necessary to make decisions to realize the best solutions for their circumstances and goals. We answer our clients’ questions and advise them according to their goals. When our clients have decided upon a course of action, we prepare the necessary documents.

We advise and represent clients concerning probate and trust administration issues.

We advise clients concerning administration of probate estates and trusts. Some clients are personal representatives in probate estates, some are trustees, and some are heirs, distributees of probate estates, or trust beneficiaries. Probate and trust administration can be confusing, time-consuming and expensive. We inform our clients concerning the process, we explain why certain steps must be undertaken, when possible we provide clients with options, we represent clients in judicial probate estate cases, and we prepare the documents necessary to guide our clients to successful conclusions.

We serve as executor, administrator, and as trustee.

Our services include acting as executor or administrator in probate estates, and as trustee of revocable and irrevocable trusts. We are experienced in providing these fiduciary services, which ensures our clients that these very important responsibilities are faithfully and competently performed by qualified professionals.

We advise clients and we prepare documents concerning all kinds of real estate issues.

We are experienced in advising clients and preparing documents concerning sale, leasing, and development of real estate. This includes counseling clients, preparing sale documents, leases, and development documents such as subdivision bills of assurance, condominium articles, and property owners association articles and by-laws. We review and advise clients about closing documents, including title insurance commitments and policies, closing statements, and the closing process. Our services include representing clients in curing title defects and quieting titles by judicial decrees.

We counsel clients and prepare documents concerning business transactions.

As accomplished business attorneys, we counsel clients concerning starting new businesses, forming limited liability companies and corporations, selling and buying businesses and business assets, and entering contracts, and we work with clients’ tax advisors. We prepare documents necessary to achieve our clients’ objectives in these and other business transactions.