Probate & Estate Planning

Connie’s estate planning practice focuses on comprehensive estate and business planning to accomplish our clients’ unique goals through tax-effective methods. She strives to coordinate both the business and personal aspects of our clients’ affairs.

She has represented clients with substantial net worth, as well as those with more moderate estates. In many situations, she has provided guidance for multiple generations of the same family and addressed the needs of each generation.

Both Samantha and Connie have represented clients in probate actions. They have both represented clients in simple, uncontested probate cases and in more complex, contentious Will contests when family tensions run high. The firm has litigated cases involving claims of undue influence over someone signing a Will, determining legal heirs to a large estate where no Will was in place, contested Guardianships and Conservatorships where there were claims that assets were wrongfully applied or appropriated, claims of common law marriage, and in bringing assets back into probated estates.

The firm’s goal is to ensure our client’s wishes are carried out and to assist families in maintaining relationships through this emotional process.