Estate Planning: Draft wills, trusts, powers of attorney, and healthcare directives to ensure clients’ assets are managed and distributed according to their wishes during life or after death.

Trust Creation and Management: Design and administer various trusts (e.g., revocable, irrevocable, special needs trusts) to protect assets, minimize taxes, and provide for beneficiaries.

Probate and Estate Administration: Guide executors and administrators through the probate process to settle estates, pay debts, and distribute assets per the will or state law.

Tax Planning: Develop strategies to minimize estate, gift, and income taxes, including leveraging exemptions and charitable giving.

Asset Protection: Advise on shielding assets from creditors, lawsuits, or other risks through trusts and other legal structures.

Succession Planning: Assist with business or family wealth transitions to ensure smooth transfer to future generations or successors.

Guardianship and Conservatorship: Help establish legal arrangements for minors or incapacitated individuals to manage their personal and financial affairs.

Inheritance Dispute Resolution: Represent clients in will contests, trust disputes, or other conflicts over estate distribution.

Charitable Planning: Structure charitable trusts, foundations, or gifts to support philanthropic goals while optimizing tax benefits.

Special Needs Planning: Create plans to provide for individuals with disabilities without jeopardizing government benefits.