Estate Planning, Probate, and Trust Administration
The cornerstones of the SFNR estate planning, probate and trust law practice are innovative planning, sensitivity to client needs and timely rendering of services.
Our attorneys are experienced in general estate planning, as well as sophisticated tax strategies such as business succession, asset protection, estate freezes, family partnerships, generation-skipping taxes, charitable trusts and related matters. Through the right mix of tax planning insight, sound economic judgment and well-honed business guidance skills, the Firm tailors its approach to each client’s personal desires and unique circumstances.
The SFNR team is also available to help clients navigate the legal system when proper planning was not underwritten or where unanticipated circumstances arise. From guardianship, to estate and trust administration, our estate planning team is sensitive to the needs of clients in delicate situations, and integrates interpersonal and professional skills to achieve extraordinary results during difficult times.
The SFNR estate planning, probate, and trust administration team is regularly called upon to deliver presentations to other attorneys, accountants, insurance agents and financial planners regarding estate planning, probate, and trust laws.