Estate Planning, Trust and Succession Planning and Administration
Our Estate Planning, Trust and Succession Planning and Administration attorneys work with individuals and organizations in all aspects of estate administration, both basic and complex.
Our Experience
Estate and Gift Tax Planning
- Wills
- Powers of attorney
- Health care directives
- Revocable living trusts
- Charitable trusts
- Irrevocable life insurance trusts
- Grantor retained annuity trusts
- Family limited partnerships
- Qualified personal residence trusts
Estate and Trust Administration
Probate proceedings
Preparation and audit of fiduciary income, gift and estate tax returns
Allocation and distribution of estate or trust proceeds
Additional experience
- Business succession planning
- Asset protection
- Charitable giving issues
- Medical assistance planning
- Establishing trust vehicles for minors
- Implementing personal injury and malpractice settlements through trust
- Conservatorship and guardianship proceedings for adults and minors
What You Can Expect From Us
- We will walk you through the process.
- We strongly believe in open communication.
- We will meet with you, and others identified by you, to be a resource and answer questions.
Selected Matters
- Preparation of family limited partnership agreements and transfer of assets into the partnership; review of assets and partnership units and discount analysis; preparation of related gift tax returns.
- Drafting settlement trusts, representation for guardianship and conservatorship hearings and following through with additional hearings and annual review.
- Calculating disclaimers as part of overall estate planning to deflect inheritance from already large estates.\
- Handling gift tax audits of family limited partnerships.
- Handling trust income tax audits.
- Comprehensive family estate planning.
- Guardianship and conservator proceedings.
Business Practices > Estate Planning, Trust and Succession Planning and Administration