Our estate planning practice involves the representation of individuals in connection with the design and implementation of comprehensive plans for both large and small estates. We prepare wills, living trusts, life insurance trusts, dynasty trusts, charitable lead and remainder trusts, grantor retained annuity trusts, qualified personal residence trusts, and other instruments involved in the preservation and transmission of wealth. We also assist individuals, families and businesses with succession planning, including the preparation of buy-sell agreements and other documents to assist in the orderly transition of business assets between generations or to valued employees. We advise clients regarding the characterization of separate and community property, the negotiation and drafting of pre- and post-nuptial agreements and other marital property issues.
- Mark A. Fankhauser
- Paul A. Mohtares