We routinely practice in Carroll and Coos, as well as other New Hampshire counties and western Maine, working with our clients and their local or out-of-state accountants and financial planners in the preparation of comprehensive plans that address transfer and management of assets, tax minimization, and family dynamics. We assist you with estate tax planning and business succession planning through the use of revocable and irrevocable trusts, gifting programs, post-mortem tax planning, generation-skipping trusts, offshore trusts, and powers of attorney for finances and for health care. From simple wills to complex estate plans, our attorneys work with individuals, couples, families, and business owners. We assist and advise you from a simple will to complex estate plans, including asset preservation and post-divorce planning.

As federal estate tax thresholds and client retirement assets have increased dramatically, we recognize that for many families, estate income tax issues have become more important. The topics can be challenging to the layperson, and we are committed to discussing these and other issues in a no-nonsense, practical manner. Family vacation homes, either here or in other states, are common to our clients, and we have a long history of sharing our knowledge of local planning and zoning issues on the creation of plans to manage, or divide, these properties for multiple generations. Planning for the disability of a client, or a dependent family member presents a special challenge. We routinely prepare special needs and other trusts, consult as to Medicaid eligibility and represent proposed guardians and wards in the guardianship process.