Proper Tax & Estate Planning administration goes a long way toward protecting future assets. Our expert team works with businesses, foundations, and families, offering a range of services, including the following:

  • Preparation of wills and trusts, durable powers of attorney, and health care proxies
  • Planning for distribution and management of closely-held business and real estate assets
  • Tax planning; estate, gift and generation skipping taxation and income taxation
  • Family limited partnerships
  • Asset protection
  • Medicaid planning
  • Probate, estate and trust administration
  • Appointment and representation of guardianships and conservatorships
  • Charitable trusts and private foundations
  • Will contests and estate and trust litigation
  • Counsel to banks and other institutions serving fiduciaries
  • Prenuptial agreements
  • Retirement plan distributions, rollovers, designated beneficiary rules, payment to trusts
  • Valuation discount planning
  • Business succession planning
  • Special needs trusts
  • Charitable tax planning
  • Reformation of trusts
  • Gift strategies, including but not limited to: fractional interests, GRATs, QPRTs, SCINs, split purchases, sales to grantor trusts, and intra-family loans

Practice Area Support


Sara Winniman Rossman, Paralegal
Kathleen Weller, Paralegal