Wills, Trusts & Probate

Wills, Trusts and Estate Planning

We provide estate planning and counseling and prepare:

•  Wills
•  General Durable Powers of Attorney
•  Advance Medical Directives (“Living Wills”)
•  Trusts

Probate and Estate Administration

We probate decedent’s estates, including:

•  Filing and Probating Wills
•  Probating Intestate Estates
•  Qualifying and advising Executors and Personal Representatives
•  Preparing:
Estate Inventories
Annual Accounts
Other probate documents
•  Preparing Tax Returns:
Federal Estate Tax Returns (IRS Form 706)
Federal Gift Tax Returns (IRS Form 709)
Fiduciary Income Tax Returns (IRS Form 1041)
State Tax Returns

Trust Administration

          The Trustees and beneficiaries of trusts frequently have questions about the administration of the trust or the rights of beneficiaries and other parties. The firm provides advice, and also aids in the preparation of annual accounts when requested.

Guardianship and Conservatorship

          The firm assists individuals apply for appointment as guardians and conservators to protect the person and property of another. The firm provides advice to guardians, but does not serve as a guardian or conservator.  Having a general durable power of attorney will frequently allow clients to avoid the expense of a guardianship or conservatorship.

Office Hours:
Mon - Fri: 08:30 AM - 05:30 PM
Other times by appointment

Telephone No.:  (703) 821- 8700