Estate Planning and Trust & Estate Administration

Commitment to Our Clients

Serving our clients in the areas of financial and estate planning and trust and estate administration is a principal focus of the firm. We counsel a diverse group of families and individuals throughout New Hampshire and Vermont, as well as in other regions, on a wide variety of estate planning and wealth preservation issues. We work closely with clients and their other professional advisors to understand and accomplish clients' personal family objectives and financial goals. We assist with trust and probate administrations, providing personal and legal assistance during times of transition in families. We provide counsel on the use and distribution of pensions and retirement accounts and life insurance. We advise partnerships and closely-held businesses on the organization, reorganization and succession planning designed to eliminate family conflict as well as to reduce income taxes and estate and gift taxes. In addition, we act as fiduciaries.

The Estate Planning and Trust & Estate Administration Group combines a multifaceted group of professionals with the extensive financial, business, legal and tax experience required by our diverse group of clients. The members of our team have a strong commitment to serving our clients and the community, and hold a wide variety of leadership positions in professional, civic and charitable organizations.

The Services We Offer

The services offered by the Estate Planning and Trust & Estate Administration Group include:

• Personal financial and asset analysis;
• Preparation of wills, revocable and irrevocable lifetime trusts, powers of attorney, living wills, and durable powers of attorney for health care;
• Estate, gift, income and generation-skipping tax planning and return preparation;
• Review and preparation of documents relating to IRA and pension beneficiary elections;
• Review of life insurance issues;
• Planning for the closely held business;
• Organization of business entities; transfer and succession planning for these entities;
• Charitable giving strategies including charitable trusts, gift annuities and other charitable gift opportunities;
• Creation of, and counseling for, not-for-profit organizations;
• Estate planning and tax planning services for individuals who own property abroad and/or are married to a spouse who is not a citizen of the U.S.;
• Incapacity and long-term care planning;
• Probate and trust administration;
• Ancillary probate administration in New Hampshire and Vermont;
• Counsel to fiduciaries including executors and trustees, both individual and corporate;
• Counsel to probate and trust beneficiaries;
• Legal representation in all courts and administrative agencies in connection with the resolution of disputes and tax audits.

The members of the Estate Planning and Trust & Estate Administration Group

Areas of Practice

Estate Planning and Trust & Estate Administration
Business and Commercial Law
Real Estate Law
Family Law
Dispute Resolution: Litigation, Mediation, Arbitration
School Law