Securing your legacy

HBD represents small business owners, business executives and individuals in creating customized estate plans. We can assist in creating:

• Wills
• Trusts
• Family limited partnerships
• Limited liability companies
• Living wills
• Financial and medical powers of attorney
• Pre- and post-nuptial agreements

Our plans take into consideration:

• Lifetime wealth management
• Lifetime giving
• Disability issues for the client and family members
• Protection of business property pre-marriage
• Succession of closely-held businesses
• Death tax minimization

Probate and Estate Administration

HBD also administers decedents’ estates and help executors, administrators and other fiduciaries through the estate settlement process. With the assistance of accountants, we help fiduciaries prepare necessary tax returns. We also assist in the transfer of complex assets, such as closely-held businesses, which often necessitates the preparation of buy-sell agreements and employment agreements. We also represent the estate, trustees, heirs or beneficiaries in estate litigation, which may include will or trust construction disputes, will contests, will or trust reformations, renunciations, or matters involving breach of fiduciary duties or for removal of a fiduciary.