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Estate Planning, Administration, and Probate

Estate planning involves the preparation of legal documents that allow for the ongoing administration of a person’s assets and income, both during life and at death.  Its primary purpose is to ensure that there is a smooth and seamless transfer of assets belonging to a decedent to his or her heirs with as little cost and trouble as possible.  Modern estate planning usually involves the creation of a living trust, wills, and durable powers of attorney for both health care and financial decision making.

Our attorneys can help you create your own unique Estate Plan.  During your initial consultation, you will describe your estate planning goals and we will then develop a comprehensive Estate Plan suited to your unique objectives and needs.  Beyond basic estate planning strategies, our office is experienced in creating special needs and charitable trusts, guardianships, and conservatorships to help our clients no matter their needs or circumstances.

The Law Office of David Philipson is also experienced in handling trust administration, probate administration, and trust and estate litigation.  Whether as an executor of a will, trustee or beneficiary, our office can help you during the difficult process of winding up the affairs of a loved one.  We offer free consultations to help assess your aims and will help navigate you through the difficult time following a loss.