Trusts and Estates
John advises clients on many aspects of estate planning, including the establishment of living trusts, wills, advance health care directives, and incapacity concerns.
John represents clients in trust and will contests, including claims based on lack of mental capacity, undue influence and breach of fiduciary duty issues.
Post Death Estate Administration
Following a death, John counsels family members, beneficiaries, executors and trustees in both non-judicial trust administration and court supervised probate proceedings.
Charitable Gift Planning
John assists clients with charitable gift planning, including the establishment of charitable remainder and lead trusts, private foundations, charitable gift annuities, donor advised funds and other charitable giving vehicles.