Practice Area
Trusts, Estates & Continuity Planning
Selected planning, document review, administration, and continuity matters for individuals, families, and business owners.
Trusts and estates overview
FHLA assists with selected trusts and estates matters involving planning, document review, trust administration, and family or business continuity.
Each engagement is based on the client’s circumstances and may require coordination with tax, financial, insurance, or other advisers.
Estate planning
Estate planning begins with understanding the people, property, business interests, and decisions that matter to the client. FHLA can assist with selected planning documents and related review, subject to the needs and complexity of the engagement.
Trust review and administration
Trust questions often depend on the governing instrument, applicable law, the identity and authority of fiduciaries, and current asset or beneficiary information. FHLA assists with selected trust reviews, administrative documents, and implementation planning.
Fiduciary transitions
A change of trustee or other fiduciary may require review of the governing document, resignation and acceptance instruments, beneficiary or settlor considerations, third-party forms, and practical transition steps. FHLA can assist with selected transition documentation within an agreed scope.
Business succession and family planning
For business owners, personal planning and business continuity may overlap. FHLA helps clients consider selected ownership, governance, succession, and estate-planning questions and coordinate the legal documents with other professional advice where appropriate.
Next step
Is this the right fit for your matter?
FHLA can review a brief description of the issue and advise whether the firm is available to discuss a possible engagement.