Estate Planning and Administration

Estate Planning Services

  • Estate plans including wills, trusts, general durable powers of attorney, health care durable powers of attorney, funding of trusts, and updating beneficiary designations.
  • Federal income, estate, gift, and generation-skipping tax planning.
  • Due diligence for charitable bequests.
  • Sound, ethical estate planning counsel, based upon 37 years’ experience.
Canadian Geese, Kirk Stauffer, Flikr-0001



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Canadian Geese-Ron, Flikr-0001

Estate Administration Services

  • Trust administration.
  • Decedent’s estate probate proceedings.
  • Income tax returns for decedents, trusts, and estates.
  • Gift tax returns.
  • Estate and generation-skipping transfer tax returns.
  • Internal Revenue Service communications, examinations, and appeals
  • Contested trust and estate proceedings
  • Guardianship and conservatorship proceeding