Trusts & Estates Practice Group

The attorneys in our Trusts and Estates Practice Group routinely represent individuals and families in all aspects of estate planning, business and wealth succession planning, as well as probate, estate, and trust administration.  Our attorneys have many years of experience planning for family businesses and families with substantial wealth.  Whether preparing a simple will or a complex charitable or generation-skipping transfer tax trust, our Trusts and Estates Practice Group approaches all endeavors with the client’s goals and objectives at the heart of the matter.  This practice group is skilled at handling such personal matters effectively, discreetly, and promptly.

At SHS, estate planning typically begins with a thorough and complete intake process where our attorneys learn and study a client’s financial make-up, family information, personal, health and medical issues, objectives, goals, and desires.  This process is not done in a vacuum but rather in partnership with our client, their family members, their accountants, financial planners, insurance professionals, and any other individual the client wishes be involved in the process.  Our Trusts and Estates Practice Group is adept at obtaining the information necessary to evaluate the client’s goals and desires to assist the client in formulating and executing a comprehensive estate plan.

Included among some of the instruments we draft for our clients are wills, trusts, living wills, health care proxies, powers of attorney, family limited partnerships, and buy-sell agreements.  In addition, our attorneys provide counsel to our clients on elder law issues and Medicaid planning.

Our Trusts and Estates Practice Group assists families and fiduciaries in the probate and administration of estates and trusts.  This group is skilled at taking on the burden of this process to make it as easy and painless as possible for our clients during these often difficult times.  We organize and marshal the estate assets, and prepare and file the federal and state estate tax returns when required.

Whether working with a young couple whose main concern is the guardianship appointment for their minor children or a complex estate replete with challenging issues, our Trusts and Estates Practice Group treats each client and matter with the utmost care and personal attention in a cost-effective manner.