Estate & Inheritance Planning
Legal guidance for structuring wills, managing probate, protecting property, and ensuring lawful distribution of assets to beneficiaries.
Overview
Our Estate Planning practice provides comprehensive services to help individuals and families preserve and transfer wealth while minimizing tax implications.
We develop customized estate plans that address each client's unique circumstances, family dynamics, and financial objectives.
Our attorneys guide clients through all aspects of estate planning, administration, and related tax matters, providing peace of mind and ensuring their wishes are carried out effectively.
Our Services
Comprehensive estate & inheritance planning services tailored to your specific needs
Wills, Trust & Inheritance
Drafting of wills, revocable living trusts, and specialized trusts to meet specific estate planning objectives.
Estate & Gift Tax Planning
Strategic planning to minimize estate, gift, and generation-skipping transfer taxes while achieving wealth transfer goals.
Business Succession Planning
Development of plans for the orderly transition of family businesses to the next generation or other successors.
Probate & Trust Administration
Guidance through the probate process and administration of trusts following a death.
Asset Protection
Implementation of strategies to protect assets from potential creditors and legal claims.
Charitable Planning
Creation of charitable trusts, foundations, and other vehicles to achieve philanthropic objectives while maximizing tax benefits.
Why Choose The law Office Of Cohen
Our approach to estate & inheritance planning sets us apart
Personalized Approach
We take the time to understand your unique circumstances, values, and goals to develop an estate plan that truly reflects your wishes.
Integrated Planning
Our estate planning team works closely with our tax, business, and real estate practices to address all aspects of your wealth management needs.
Technical Expertise
Our attorneys have advanced training in estate and tax law, allowing us to develop sophisticated strategies for complex estates.
Long-Term Relationship
We build lasting relationships with our clients, providing ongoing guidance as their circumstances and the legal landscape evolve.
Our Estate & Inheritance Planning Team
Meet our experienced attorneys specializing in estate & inheritance planning
Robert Freeman
Managing Partner
Robert leads our estate & inheritance planning practice with over 25 years of experience in complex estate, Inheritance and tax matters.
Ryan Miller
Partner
Ryan specializes in business succession planning and has helped numerous family businesses transition to the next generation.
Peter Dowdy
Senior Associate
Peter focuses on trust administration and probate matters, guiding families through the estate administration process.