Trusts, Estates, Wills & Probate

We offer our clients a full spectrum of estate and wealth planning services.  Our Trusts, Estates, Wills and Probate Practice Group develops trust and estate plans that reflect the individualized goals and objectives of our clients.  Each client's plan reflects personal goals and objectives while minimizing taxes and administrative costs.  Our estate planning practice differs from other firms because, in addition to our estates and trusts expertise, we have the litigation and business resources to compliment our estate planning and administration work.  Additionally, one of our experts in this area is also a Certified Public Accountant with extensive finance experience.  We customize and tailor our plans to our clients needs.  We allow our clients to be the decision makers instead of using the same plan for every client.  Our attorneys are always current on new legal developments and trends thereby ensuring that our clients receive the best available planning options in light of current law.  The tax and estate planning attorneys of Richa Haffner Law Group, P.C. are highly skilled at navigating the complexities of estate administration, either through probate or during trust administration.  We have assisted families of all sizes in the administration of estates of all sizes, and routinely advise clients on the administration of estates in many different jurisdictions.  Our clients include executors, trustees, accountants, heirs, professional fiduciaries and beneficiaries who are involved in every aspect of probate and trust administration, including post death tax planning.  

We have the capacity to represent you with regard to all of your trusts and estates matters including, but not limited to, the following:

AB Trusts

Accounting and Inventories

Advance Directives for Health Care

Ancillary Administration and Coordination of Foreign Probate

Appointment of Fiduciaries

Asset Titling and Customized Beneficiary Designations

Assistance with Insolvent Estates

Business Succession Planning

Charitable Entity Administration

Charitable Gift Plans

Charitable Planning

Charitable Remainder Trusts

Charitable Trusts

Complex Probate that includes Estate Tax Returns

Conservation Easements

Credit Shelter Bypass Trusts

Credit Shelter Trusts

Disclaimer Planning

Disputes between Beneficiaries, Trustees, Executors, and Personal Representatives

Distribution of Non-Probate Assets

Drafting Wills and Trusts

Durable Powers of Attorney

Dynasty Trusts

Elder Financial Abuse Claims

Estate Administration

Estate and Tax Planning

Estate Tax Return Preparation

Family Foundations

Family Trusts

Fiduciary Duty issues and avoidance of Conflicts of Interest

Full integration of Wealth Transfer Plans with other advisors

Guardianship and Conservatorship proceedings

Income, Estate and Business taxation

Insurance Planning

Legal aspects of investment services

Litigation

Living Wills

Post-mortem planning

Post-mortem Tax Planning Strategies

Powers of Attorney

Probating Estates (with wills or intestate where no will is present)

Q-DOT Trusts

Retirement Planning

Revocable and Irrevocable Trusts

Tax Compliance, Governance, Risk Management and other legal issues

Tax Exemption Trusts

Trust Administration

Trust Construction and Reformation

Trust Disputes

Trusts for Minors

Trusts for Pets

Values-based Trusts

Wealth Management

Will Contests

Will Interpretation