Estate Planning & Probate

OBT provides estate planning counsel for complex and simple estates. We prepare wills, powers of attorney, and a variety of trusts.  Our representation often involves advice concerning:

• asset protection

• business succession planning

• retirement planning

• strategies to reduce estate taxes.

Our attorneys also handle a wide variety of probate and estate administration matters. We advise executors, administrators, and trustees, and we represent beneficiaries of trusts and estates in all aspects of estate administration. OBT represents clients in connection with will contests and other contested estate and trust matters.  While our lawyers have been very successful in probate and trust litigation, we are also often successful in facilitating negotiations arriving at family settlement agreements and preserving family relationships.