ESTATES AND TRUSTS
Contact: Tim Kristl, Jace Lieber, Mike McVey, Mike Nigro
- Wills and trusts
- Living wills (health care powers of attorney)
- Financial powers of attorney
- Estate and gift tax planning
- Lifetime gift planning
- Preparation of estate and gift tax returns
- Asset protection
- Business succession planning
- Probate avoidance
- Probate and trust administration
- Charitable trust planning
- Endowments
- Community foundations
- Private foundations
- Crummey trusts
- Valuation discount planning (family limited partnerships and limited liability companies
- Beneficiary deeds
- Guardianship and conservatorship proceedings
- IRA and qualified plan distribution planning