Areas of Practice
ESTATE PLANNING AND PROBATE
The firm counsels clients on a full range of estate planning activities starting with the evaluation of the client’s goals and alternatives in order to prepare an appropriate estate plan. After completion of this evalutaion, the firm assists in the preparation of various estate planning documents such as: Wills, Revocable Trusts, Health Care Directives, Powers of Attorney, Trusts for Minors, Irrevocable Trusts, Trusts for Persons with a Disability (i.e. Supplemental/Special Needs Trust) and Estate Tax Planning. The firm provides representation for clients in probate proceedings and trust administration, including winding up of the affairs of the decedent and the distribution of their property, through the following services: Formal and Informal Probate, Trust Administration, Conservatorships, Guardianships, Trust Planning and Disability Planning.
An important part of living life independently as an adult is having the ability to provide for your own basic needs. A person with cognitive or physical disabilities will often have a diminished capacity for employment, resulting in limited earning power and therefore an inability to meet their needs by maintaining financial independence. Our firm has been among the leaders in providing advice and counsel to individuals with special needs and providing proper planning for their family members since the joining of the partnership by Robert G. Gunderson in 1984. Bob became prominent in the disability community for his service and his legacy continues with the firm to this day.
The firm provides expert services relating to the establishment of guardianship, to the planning for managing resources and eligibility for public assistance programs, and to special concerns such as those related to housing and other issues.
Download the Guide to Using a Supplemental Needs Trust as Part of Your Estate Plan.
Download the Trustee Guidelines for a Supplemental/Special Needs Trust.
Download the Guardianship Summary.
CORPORATE AND BUSINESS PLANNING
The firm counsels clients on a full range of business matters representing businesses of all sizes and in all formats. The firm assists clients in business transactions such as: Structuring New Business Entities, Stockholder Concerns, Employment Issues, Financing, Mergers and Acquisitions and Reorganizations, and Dispute Resolution. The firm is actively involved in assisting clients in all phases of corporate and business planning.
The firm has enjoyed a long history of advising clients on both commericial and residential real estate transactions, with particular emphasis on: Purchase and Sale of Commercial Property, Purchase and Sale of Residential Property, Retail and Office Warehouse Leases, Commericial and Ground Leases, Residential Leases and Title Insurance.