Overview
At Flaherty, our attorneys provide strategic estate planning and fiduciary guidance to individuals, families, and business owners. We work closely with our clients to develop practical, enforceable plans tailored to their personal and financial objectives.
Estate Planning Services
We design comprehensive estate plans that address asset protection, tax efficiency, and flexible planning.
Our services include:
- Wills
- Transfer on Death Deeds
- Revocable (Living) Trusts
- Powers of Attorney and Advance Directives
- Medicaid Planning
- Irrevocable Trusts, including Life Insurance and Gifting Trusts
- Charitable Trusts and Private Foundations
- Family Limited Partnerships and wealth transfer structures
- Intentionally Defective Grantor Trusts and advanced tax planning strategies in coordination with your tax specialist
We also provide ongoing plan reviews to ensure your estate plan remains aligned with changes in the law and your evolving financial and personal circumstances.
Probate & Trust Administration
Our attorneys guide executors, trustees, and beneficiaries through probate and trust administration with efficiency and clarity.
We assist fiduciaries with:
- Probate filings
- Trust administration and asset distribution
- Fiduciary risk management
- Estate and trust tax coordination with your tax specialist
- Multi-jurisdiction estate matters
We focus on practical solutions that reduce risk, promote timely administration, and protect fiduciaries from unnecessary exposure.
Business Succession & Asset Protection Planning
For closely held and family-owned businesses, estate planning and succession planning go hand in hand. Our attorneys advise on:
- Business continuity and succession planning
- Asset protection strategies
- Intergenerational wealth transfer
- Planning involving executive compensation and qualified retirement plans
- Trustee and fiduciary selection
- Charitable and philanthropic planning
- Planning for blended and non-traditional families
We work collaboratively with financial advisors, accountants, and other professionals to ensure coordinated, long-term planning.
Trust & Estate Litigation
When disputes arise, we represent fiduciaries and beneficiaries in trust and estate litigation.
Our experience includes:
- Will contests
- Trust disputes
- Breach of fiduciary duty claims
- Enforcement of beneficiary rights
- Asset recovery actions
Our litigation background informs our planning approach, enabling us to draft estate plans that withstand scrutiny and minimize conflict.
Protect Your Legacy with Confidence
Whether you are planning for your family’s future, preparing for business succession, or administering a loved one’s estate, experienced legal guidance matters. At Flaherty, we provide practical, forward-looking estate planning and fiduciary counsel designed to protect what you have built and minimize uncertainty for those you leave behind.
