We are committed to providing a tailored experience for our clients' unique needs.

Trusts and Estates

Our Trusts and Estates practice offers a variety of services to individuals and families in preparation for or in reaction to major life events. As each client and each situation is different, our approach is as well. We take pride in designing effective solutions to help manage the challenges associated with what can often be emotional and heart-wrenching situations, particularly when the situation involves disagreement or discord. Our clients call on us to help navigate complex matters related to estate planning, estate, trust and probate administration, special needs and Medicaid trust planning, guardianships/conservatorships, family business succession planning, charitable giving, and taxation.

To learn more about our Estate Planning for Parents service, click here.

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    Michelle Koufman Presents at Raymond James: Estate Planning in the Digital Era

    Attorneys, CPAs, and CFOs interested in learning more about estate planning in the digital era attended the Raymond James Read Full Article