Trusts, Estate Planning & Administration
Our services include drafting foundational Estate Planning documents including: Wills, Powers of Attorney, Health Care Directives, HIPAA Authorizations and Revocable Living Trusts. We also provide advanced Estate Planning services, including the preparation of: Irrevocable Trusts, Dynasty Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Gifting Programs, Charitable Trusts, Tax Planning, Asset Protection Planning, and Business Succession Planning. CR&F also routinely assists trustees, executors, administrators, and other fiduciaries in executing their duties in accordance with the estate planning documents, as well as the requirements of the law.
At times, appointed fiduciaries can fail to uphold their responsibilities, or the interpretation of estate planning documents may be questioned by an interested party. Our Trusts and Estate Planning team is adept at investigating misconduct, and asserting a party's rights, both in litigation proceedings and through private negotiation. Often, such claims are time sensitive, so it is imperative that you act on your rights quickly. Our litigators, in partnership with our estate planning practitioners, have achieved outstanding results for our clients in probate disputes.