About the Firm
Estate Planning
We work with individual clients and their advisors to create estate plans that are tailored to clients’ unique personal and financial circumstances and objectives and, to the extent possible, minimize state and federal transfer taxes. We create wills, trust instruments, financial powers of attorney, health care powers of attorney and related estate planning documents that are easy for clients to understand and easy for fiduciaries to administer.
Estate and Trust Administrations
We work with individual and institutional fiduciaries and other advisors to ensure that fiduciaries complete all necessary and appropriate tasks in connection with estate and trust administrations. We create a roadmap that fiduciaries can follow for smooth and efficient estate and trust administrations.
The “Seasons Legal Client”
The Seasons Legal estate planning client is an individual who needs more sophisticated, customized estate planning advice than that which is typically available through online services or from attorneys who are general practitioners. However, the Seasons Legal estate planning client may not need the complex transfer tax planning offered by attorneys who regularly serve high-net-worth individuals.
The Seasons Legal estate and trust administration client is an individual or institutional fiduciary tasked with administering the estate or trust of a Seasons Legal estate planning client, described above.