Estate Planning

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LOREH provides a wide range of representation involving taxation, estate planning, trusts, and probate of estates. The office is accustomed to addressing clients needs for sophisticated estate planning.

Our clients include business owners, executives, physicians, attorneys, and other professionals who require sophisticated planning tools to design their estate plans whether their life situation requires advice about the perpetuation of personal wealth, investments for later generations, or business succession planning .

Full estate planning services includes the drafting of wills, living trusts, life insurance trusts, family limited partnerships, and family limited liability companies.

Our role is not only to help clients with wealth transmissions issues, but to help them manage their estate throughout their lifetime.

LOREH, also helps clients in disability planning for disabled and special needs adults and children through the use of special needs trusts which can also be an important area of estate planning for our clients.