Estate & Probate Law

Additional Practice Areas

Our experienced attorneys are sensitive to each individual client’s goals. We serve our clients in traditional aspects of personal estate planning (simple wills, revocable trusts, irrevocable trusts and family business entities as well as estate, trust and guardianship administration. In selected matters we represent fiduciaries and/or beneficiaries in contested probate and trust litigation.

Our estate planning attorneys deliver comprehensive advice quickly and efficiently through the use of multidisciplinary teams tailored to the specific needs of each client concerning wealth preservation. We help our clients:

Minimize taxes
Provide for family through estate planning
Form family entities
Form tax-efficient structures
Protect assets
Develop business succession and liquidity plans
Plan philanthropy

Cuddy McCarthy can educate the clients and prepare estate planning documents in accordance with the clients’ goals, including but not limited to:

Wills and Trusts
Family Limited Partnerships (FLPs)
Irrevocable Life Insurance Trusts
Irrevocable Gift Trusts
Grantor Retained Annuity Trusts (GRATs)
Qualified Personal Residence Trusts (QPRTs)
Charitable Remainder Trusts (CRUTs and CRATs)
Complex estate planning documents
Powers of Attorney
Amendment or revocation of trusts

Our estate planning attorneys can also guide the fiduciaries (or consult with beneficiaries) concerning probate and trust administration in order to avoid litigation and to ensure there is compliance with a multitude of duties that the fiduciaries have in this area, providing practical advice as well to assure efficiency in administering an estate or trust.

In the unfortunate event that litigation arises, our estate planning attorneys on a case-by-case basis assist our clients with: