Estate Planning and Administration
We understand that sound estate planning goes far beyond a plan for the disposition of property. It includes careful consideration of ways to enhance present assets, minimize current and future taxes, shelter death benefits, control and protect assets now and upon the death of the estate owner and establish trusts and similar plans to accomplish these goals.
Our attorneys help clients determine their objectives and develop an overall estate and financial plan, meeting those objectives from both a personal and tax standpoint. The resulting plans are implemented through the preparation of wills and trust agreements, gift programs, corporate benefit plans and elections, life insurance policies and trusts, charitable foundations and other tax-advantaged devices.
A substantial portion of our practice includes the administration of trusts and estates and counseling the personal representatives of estates and trustees of trusts. In this capacity, we advise individual and corporate fiduciaries on a range of subjects and supply advice aimed at carrying out the wishes of the deceased with maximum protection for beneficiaries and maximum tax savings. In contested matters, we continue to aggressively represent our client’s interests.
For more information, please contact William H. Hobson, or any one of our attorneys practicing in this area.
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Charitable Organizations
We have experience in advising both individuals and charitable organizations on ways of structuring complex charitable gifts to achieve the best income and estate tax outcome.
Our representation of charities involves working closely with donors’ attorneys to structure sophisticated charitable gifts. In litigation matters, including will construction, will contests, and other litigation involving charitable interests, our litigation attorneys assist in representing the interests of our charitable clients.
Key contact: Jacqueline A Dimmitt
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