Lewis Glasser's attorneys provide counsel to clients in planning and administration of their estates. This service often involves the planning and preparation of medical powers of attorney, durable powers of attorney, wills and revocable trusts. It may also involve the planning and preparation of Gift Trusts, Insurance Trusts, Charitable Trusts, Family Limited Partnerships and more sophisticated tax motivated estate planning vehicles.
As part of the estate planning process our firm provides other services which may be appropriate for our clients such as insurance policy evaluations, financial planning, gift planning, retirement distribution planning, asset protection planning, avoiding probate in other jurisdictions, and generation skipping transfer planning.
Our firm believes that the best estate plan is one that coordinates the efforts of all of the client's financial advisors. We encourage the client’s financial advisors, such as stock brokers, insurance agents, trust officers, accountants and financial planners, to participate in the planning process.
Our law firm has also represented clients concerning estate tax audits, will and trust agreement disputes, and in a variety of other litigation matters.
Our clients range from those with modest means to those with significant wealth, whether in the form of marketable securities, professional practices, closely held business interests, retirement plan assets or real estate.