Bradley & Riley PC

If you are looking to create an estate plan to protect you and your loved ones in the future, you can trust our Estate Planning and Trusts and Estates team to suggest strategies tailored to your personal needs and to create and help implement a plan. The firm maintains long-term relationships with clients, helping them meet changing goals over time. We assist individuals in planning for the distribution of his or her assets, considering and planning for intended distributions as well as minimizing estate, gift and income tax implications of distributions.

Our attorneys assist with estate and trust administrations and work with  personal representative of  estates and trustees of any applicable trusts, in the orderly administration and transfer of assets, with an effort to limit the effects of income, inheritance, estate and gift taxes.

Our Estate Planning and Trust and Estates team services include:

  • Adoption
  • Advanced directives
  • Business succession planning
  • Estate planning
  • Family wealth transfer planning
  • Lifetime gifting of assets
  • Wills
  • Trusts (both revocable trusts and irrevocable trusts)
  • Guardianships and conservatorships
  • Like-kind exchanges
  • Living wills
  • Powers of attorney – financial and medical
  • Estate administrations, including probate proceedings
  • Trust administrations
  • Retirement plans and employee benefits
  • Tax – estate, gift and income
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