Estate Planning

Kostopoulos Rodriguez, PLLC provides a proactive approach to estate planning and administration for our clients for estates of all sizes.   Our team of professionals offers comprehensive representation in all aspects of estate planning and the administration of trusts and estates.  We listen to you and work closely with our clients to develop long-term personal and family goals, including succession planning.

We are skilled in probate laws governing the transfer of assets, as well as sensitive to the many family and personal issues related to our clients. We work closely with our client’s current professional advisors, including outside counsel, accountants, investment professionals and other key members of our clients’ teams. In the event that our clients find themselves in need of additional advice and resources, we can introduce them to talented, non-legal professionals, such as investment experts, financial planners, accounting consultants, and valuation and insurance professionals.

KORO counsels clients regarding numerous wealth planning issues, including:

• Trust and Estate Administration
• Wills and Revocable Trusts
• Powers of Attorney
• Estate Litigation
• Fiduciary Obligations
• Business Succession Planning
• Wealth Management and Preservation