A person who facilitates a process of anticipating and arranging for the management and disposition of an estate during lifetime and at death, while minimizing gift, estate and income tax.  An estate planner also addresses plans for incapacity as well as reducing uncertainties and managing costs due to probate.


The practice of law is highly specialized, yet we notice that some attorneys who do not specialize in estate planning will nonetheless draft wills and other estate planning documents.  We frown on this practice,  as we have noticed that unless the attorney is an estate planning specialist,  the nuances of estate planning are missed; mistakes are made, and the client is disadvantaged.  Some attorneys are essentially  salespeople; generating revenue through the drafting of unsuitable trusts and family partnerships.  Unneccessarily complex trusts can be a burden; resulting in the need for multiple checking accounts and tax returns.  Simplicity can be a worthy goal, especially for those reaching an advanced age.

We have had long experience with many attorneys on behalf of common clients, and can make introductions to those who are on top of their profession.