Collins Ostrom PLLC is a boutique law firm practicing in the areas of estate planning, probate, and estate administration. Carolyn Ostrom established the firm in January 2007, upon leaving a large law firm where she had practiced for many years. Carolyn started the firm in order to have a sophisticated law practice in a warm, comfortable, and friendly setting, and we believe that is exactly what we offer each of our clients. The firm has grown to three lawyers, each of whom have over 25 years of legal experience. Before joining Collins Ostrom, attorneys Rosemary Sullivan and Mary Alice Feeney both practiced in considerably larger firm and corporate settings. They, like Carolyn, enjoy the smaller practice environment and the opportunity to provide clients with particularly personalized estate planning and probate services. Assistants Sue Morris and Amy Winn round out the team at Collins Ostrom PLLC and take excellent care of the firm’s clients as well as its lawyers.

 

OUR PRACTICE INCLUDES:

 

Helping business owners, executives, professionals, couples, and individuals to design wealth transfer and succession plans that minimize gift, estate, inheritance and generation-skipping taxes;

 

Preparing pre- and post-marital property agreements addressing community and separate property issues and potential claims;

 

Advising fiduciaries regarding duties and potential liabilities;

 

Establishing family limited partnerships and limited liability companies, and providing ongoing legal advice to support their administrations;

 

Working with business owners to create management and ownership succession plans;

 

Facilitating lifetime and testamentary charitable giving;

 

Devising strategies to fund the costs of education for family members and to assist them during their formative years;

 

Coordinating and conducting family meetings with the appropriate business advisors to facilitate wealth education among family members and to provide a forum for informed discussion of wealth management;

 

Counseling clients on medical and health care arrangements for themselves and family members; and

 

Representing clients in connection with estate administration.

 

Our practice also includes serving as the “family office” for the former CEO of a Fortune 500 Company.