Our attorneys have extensive experience in all aspects of probate and trust administration as well as estate planning issues. We assist clients in determining the most advantageous means for holding assets during their lifetime and for distribution of their estate at death. We provide clients an opportunity to achieve their testamentary objectives, including business succession, retirement planning and charitable giving, while minimizing tax ramifications. We provide comprehensive estate planning to enhance the quality of life of individuals with a disability, often called “Special Needs Planning.” We review an individual’s eligibility for benefits, provide support in decision making, and assist with planning for the protection of assets in a manner that will not result in the loss of eligibility for state and federal benefits. Estate Planning Services include:

  • Preparation of wills, administration of revocable, irrevocable and charitable trusts, medical directives, living wills and durable power of attorneys
  • Comprehensive special needs planning and assistance in estate planning issues
  • Establishment of charitable and private foundations for individuals and businesses
  • Assist fiduciaries during the administration of estates, trusts, guardianships and conservatorships
  • Counseling on such matters as charitable giving, employee benefits, and structuring of closely held or family businesses
If you would like to learn more about what the estate planning, probate and trust administration services of PSED’s attorneys can do for you, Contact Us Now!