We offer independent legal advice. We do not sell trusts, insurance or any other product.

Our goal is to tailor a plan to fit your unique needs and values. We will work with you to determine your overall goals, providing information about the advantages and disadvantages of the available options so that you can make an informed decision. Once you decide which option meet your needs, we draft and implement the plan you’ve chosen.

We provide a full range of services including estate planning, will and trust preparation and estate and trust administration. Among the services we provide are:

• Estate, inheritance and income tax planning

• Charitable trusts and foundations

• Alternatives for protecting the elderly and disabled clients, including the creation and administration of special needs trusts, government assistance programs, Durable Powers of Attorney, Advance Directives for health care, guardianships and conservatorships

• We prepare state and federal fiduciary income tax returns and federal estate and state inheritance tax returns. We represent will and trust beneficiaries.

• Representation of individual and corporate fiduciaries in the administration of trusts, estates, guardianships and conservatorships

• Multi-state estate planning including arrangements for foreign nationals

• Business succession planning, the use of limited liability companies, corporations, planning for transfer of businesses to succeeding generations and the use of valuation discounts in all their various forms.

» Attorneys

Jay Johns
Wendy Laing
Marsha K. Westling - Probate Paralegal
Julie A. Cartmill - Estate Planning Paralegal