We approach things differently at CMDB. We view estate planning as an ongoing process rather than a single task to be completed. Our plans offer protection and peace of mind. Everything we do is designed to evolve with your needs as you progress on your life’s journey. And when that journey comes to an end, we will guide and support your family through the administration process.
Our attorneys have extensive experience in estate planning, trust and probate administration, conservatorships and guardianships. We work with our clients to cover their basic estate planning needs, such as wills, revocable trusts, powers of attorney, health directives and property transfers. We also design and implement more sophisticated wealth transfer strategies that minimize taxes, complications and family disputes. In addition, our attorneys can expertly guide you through business succession planning, buy-sell agreements, life insurance planning, special needs planning, family gifting, charitable giving and gift tax return preparation.
We work with individual and professional trustees, executors, conservators and guardians, as well as beneficiaries and heirs, in all aspects of trust and probate administration, including preparation of estate tax returns and accountings, and representation in court proceedings.