Trusts and Estates

Estate Planning

John advises clients on many aspects of estate planning, including the establishment of living trusts, wills, advance health care directives, and incapacity concerns.

Complex Trusts

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.