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Estates, Probate, Fiduciary Planning, & Charitable Entities

We provide a full range of estate planning services.

Mr. Lacey lectures in continuing legal education programs with respect to sundry estate planning needs. We want to help you with any type of estate planning concern whether it be a basic or sophisticated matter, from identifying guardians for your children to minimizing estate taxes on sizeable estates.

We counsel clients regarding and draft Wills, Health Care Proxies, Powers of Attorney, along with many types of trusts, including revocable and irrevocable trusts, life insurance trusts, marital deduction and estate tax credit shelter trusts, charitable and special needs trusts.

We shepherd clients through the various phases and details of probating and closing a loved one’s estate, including the legal processes of the probate court and the respective state and federal tax authorities, the Department of Revenue and the Internal Revenue Service.

Our firm takes great delight in helping charities to use their resources effectively to achieve and protect their goals and values. While assisting clients on a variety of matters, we counsel charities and donors as they implement their philanthropic goals and manage their organizations, and we assist them as they navigate the legal challenges and opportunities posed by intellectual property ownership and the Internet.

Services we provide:

  • Estate planning -- from simple wills to complex trusts;

  • Probate / estate and trust administration;
  • Formation and maintenance of charitable entities;
  • And more -- please ask.

Representative client matters:

  • Successfully litigated and settled will contest of Greek-born naturalized U.S. citizen in dispute amongst American and Canadian family members;

  • Represented husband and wife selling their “nest egg” family home in order to retire and drafted their comprehensive estate plan.

Past results do not guarantee future success.

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