Trusts, Estate Planning & Administration
The gifting and disposition of your assets both during and after your lifetime involves not only navigating complex state and federal statutory and regulatory schemes, but often, also sensitive family concerns. In our Trusts, Estate Planning and Administration practice, we assist individuals and families in choosing an estate planning strategy best suited for their specific goals and needs, in light of both their personal circumstance and existing legal requirements. Our attorneys are experienced in creating estate plans that protect your assets from divorce or creditors, reduce tax burdens, address business succession issues, guard your assets for your children, and provide for an orderly and specific distribution of your assets to chosen beneficiaries.
Our services include drafting foundational Estate Planning documents including: Wills, Powers of Attorney, Health Care Directives, HIPAA Authorizations and Revocable Living Trusts. We also provide advanced Estate Planning services, including the preparation of: Irrevocable Trusts, Dynasty Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Gifting Programs, Charitable Trusts, Tax Planning, Asset Protection Planning, and Business Succession Planning. CR&F also routinely assists trustees, executors, administrators, and other fiduciaries in executing their duties in accordance with the estate planning documents, as well as the requirements of the law.
At times, appointed fiduciaries can fail to uphold their responsibilities, or the interpretation of estate planning documents may be questioned by an interested party. Our Trusts and Estate Planning team is adept at investigating misconduct, and asserting a party's rights, both in litigation proceedings and through private negotiation. Often, such claims are time sensitive, so it is imperative that you act on your rights quickly. Our litigators, in partnership with our estate planning practitioners, have achieved outstanding results for our clients in probate disputes.