Our Services

For over 25 years O’Keefe Law has been delivering custom Trust & Estate solutions that ease wealth transfer and reduce tax liabilities. Learn more about our areas of practice to see how we can best serve you.

Estate Planning
Trust & Estate Administration
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Estate Planning

In our initial meeting we spend time getting to know you and your goals. This is an especially important as it enables us to customize our services to ensure you achieve your estate planning objectives.

Whether you are an individual or a couple, we will help you develop a plan to transfer your wealth to designated heirs, or organizations, in an efficient manner. Our goal is to help provide you with the tools you need to look after your loved ones while minimizing taxes, expenses and stress.

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Trust & Estate Administration

Our trust & estate administration services ensure a smooth allocation and transition of assets according to your wishes while minimizing legal complications.

The O’Keefe Law team brings decades of insight and experience to help you navigate legal and tax implications with confidence and ease.

About Trusts

What Makes Us Different

With decades of experience in Trust & Estate law, O’Keefe Law provides highly personalized services with a warm, personable style.

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We Assist A Wide Variety of People

From high net-worth to those ready to beginning their journey

Wife and Husband Clients

Josh and Elizabeth have two young children. They have been good savers and investors, work hard, and want to do everything they can to look out for their children. They have life insurance and feel confident that there will be sufficient resources for their children to attend college and get a good start on their lives as adults. If something were to happen to both of them they would like to make sure their wishes for guardianship are properly documented in their wills; and a reliable friend or sibling named to safeguard their funds in trust for their children until the children are old enough to assume responsibility for their own funds.

Elizabeth & Josh, married
Elderly woman client

Mary recently lost her spouse, Robert, and needs assistance gaining access to Robert’s assets to manage her expenses. Robert and Mary each have accounts through several financial institutions, two homes and other real estate investments. Where to begin!? She would like advice on how to administer Robert’s affairs—assistance determining tax and other obligations, gaining control over the family assets, and minimizing estate taxes—now that he has passed and in the future when she passes. She would like things to be as easy as possible for her children and grandchildren should something happen to her.

Mary, 80 and widowed
Middle aged man client

I have friends and family members, and charities that I care deeply about. I have worked and saved, and invested wisely. I would like to put a trust and other documents in place that best plan for me should I no longer be able to manage my own affairs. When I pass away, I would like to benefit my loved ones and charities in the most tax efficient way and with as little administrative work as possible.

Sean, 36 and single
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