The firm offers legal counsel and tax advice in the areas of estate planning, wealth transfer planning, and charitable giving. The firm assists its clients in designing and implementing an appropriate estate plan based on each client’s objectives and circumstances. The firm drafts documents to implement the plan, which may include simple or complex wills, revocable living trusts, and various types of irrevocable trusts, such as life insurance trusts and charitable trusts. We also prepare ancillary documents, such as financial powers of attorney, medical powers of attorney and other similar documents.

The firm also assists in probating wills and representing individuals, executors, and trustees in administering estates and trusts.

For additional information about estate planning and probate, please see our FAQ About Estate Planning.

Attorneys

Donald L. Totusek

Personal Information Forms
PDF files are available for potential new clients to down load and complete.

Personal Information Questionnaire - Single

Personal Information Questionnaire - Married
Financial Information Forms

PDF files are available for potential new clients to down load and complete.

Financial Information Form - Single

Financial Information Form - Married