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.
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