Estate Planning

Our Estate Planning department has one goal - to insure that your assets are disposed of in the manner that you desire, maximizing distributions to the next generation and minimizing tax consequences. Our estate planners will work with your team of professionals, accountants, financial planners and brokers to create a seamless plan for wealth preservation.  From the preparation of simple wills to complex trusts and limited partnerships, our firm has the experience to handle all of your estate planning needs including:

  • Preparation of simple and complex wills
  • Revocable living trusts and irrevocable trusts
  • Structuring property ownership to avoid probate
  • Lifetime and testamentary charitable giving
  • Lifetime disability planning
  • Business succession planning
  • Estate and gift tax analysis and planning
  • Health care directives
  • Powers of Attorney – Durable and Limited
  • High net worth estate planning techniques including:
    • Utilizing limited partnerships, sales to defective trusts
    • Qualified personal residence trusts

MFH&S Attorneys practicing in this area:
Thomas P. Martin
Sean H. Harmon
Doug A. Sebesy
Matt Williams