We assist individuals, multi-generational families, corporate executives and other professionals, business owners, and fiduciaries with their wealth transfer planning and administration needs.  Our practice focuses on estate planning, estate and trust administration, estate and trust disputes, disability planning (including guardianships and conservatorships, and special needs trusts), charitable gift planning, and business succession planning.

Estate planning

We work closely with our clients to personally design estate plans that meet their unique needs, wishes and circumstances.

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Facing the disability of a loved one or your own disability can be overwhelming.  We are highly experienced in the area of disability planning and work attentively with clients to navigate the legal process and minimize its impact on the incapacitated person and his or her family.

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Estate and trust administration

Families who have lost a loved one can turn to our Waybridge team for compassionate guidance through the administration process.

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Family and small business owners put their heart and soul into their businesses.  We understand the personal sacrifices and unmatched commitment it takes to run a small business.  We take this personally as we focus on understanding our clients’ business succession goals and working closely with them to accomplish those goals.

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