Sound Estate Planning goes far beyond a plan for the disposition of property. 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. We carefully consider 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.
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 strategies.
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.
ATTORNEYS
Jacqueline A Dimmitt
Emily K Bardon
Harvey A Harris
William H Hobson
Thomas E Lowther
Thomas E Venker