Estates & Trusts

Practice Areas

Estates & Trusts

Using proven, legally-sound strategies to preserve finances and safeguard assets during an individual’s life or throughout business transitions is essential. From professionals to small business and property owners, the firm works with its clients to develop and implement strategies to secure assets against risks, such as litigation, judgments, liens, and fraud, and to create succession plans that promote the interests of families and businesses.

For over 20 years, the firm’s counsel has demonstrated a commitment to clients in securing their legacies and developing estate plans that promote their interests. The firm’s advisory services include revocable and irrevocable trusts, charitable remainder trusts, wills, health care durable and financial powers of attorney, special needs trusts, VA and Medicaid benefits, probate, elder law, business and tax planning, business succession, retirement planning, planned charitable giving strategies and family wealth protection.

We work to help you and your loved ones manage transitions and succession in a way that fits the needs of your business and family.

To learn more please contact our Estates and Trusts practice leader, Chris Dumm.