Practice Group / Estate Planning
Our Estate Planning team works closely with clients and their families, taking time to understand their wishes and tailor a plan. We strive to maximize the amount of assets passed on to heirs, while minimizing taxes and alleviating stress on executors and trustees. Our firm recently acquired a team highly focused in Special Needs Trusts, Medicaid and long term planning, making us experienced in all matters of estate planning, including:
Durable Power of Attorney for Financial Matters and Healthcare
Living Wills
Last Will and Testaments
Living Trusts
Understanding your estate / serving your needs
Our team handles a broad array of solutions in the following areas:
- Advance Directives
- Living and Irrevocable Trusts
- Elder Law
- Guardianship
- Last Will & Testament
- Long-Term Care Planning
- Medicaid Long-Term Care Benefits
- Probate & Trust Administration
- Special Needs Trusts
- Powers of Attorney
Contact us today to discuss your specific needs
Practice Chairs
Mark B. Bartram
“We work closely with individuals, families, trustees, and family offices to develop estate and fiduciary planning strategies that are thoughtful, practical, and tailored to each client’s long-term objectives. Effective trusts and estate planning requires not only technical legal knowledge, but also an understanding of family dynamics, fiduciary responsibilities, and the importance of preserving wealth and legacy across generations.”
Bradford E. Cook
“We believe that the right estate plan goes beyond demographics and financial information. That’s why we prioritize meeting and listening to the wants and needs of our clients and their families, to develop a plan that truly works for all involved.”
