Lagerlof, LLP’s clients choose our estate planning team for its ability to build and secure their estate and optimize their financial security.

Our attorneys represent businesses, public entities, families, individuals, and trusts and estates. We assist with matters pertaining to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and more. We have deep knowledge of all aspects of estate planning and our team works hard to achieve client goals. 

Our areas of expertise are as follows: 

• Estate planning, probate, will and trust preparation and administration
• Asset protection 
• Estate Planning for crypto currency and NFT holders
• Charitable giving, private foundations and trusts
• Estate, gift, generation-skipping and income tax issues
• Executor and trustee responsibilities
• Guardianships/conservatorships and special needs trusts
• Investment vehicles and long-term investment strategies
• Life, disability and health insurance coverage
• Marital agreements and community property rights
• Probate, probate avoidance and estate management
• Retirement benefits, pensions and qualified and nonqualified deferred-compensation arrangements
• Revocable and irrevocable trusts
• Powers of attorney
• Probate and trust litigation
• Tax-efficient wealth transfer strategies, tax elections and disclaimers
• Evaluating estate plans in light of life-changing events such as births, deaths, marriages, divorces and incapacities