Estate Planning/ Estate and Trust Administration

Ensuring your wishes are honored.

Our skilled attorneys work with individuals and families to develop comprehensive and tailored estate plans designed to help fulfill our clients’ personal, financial and charitable goals. Additionally, our attorneys are experienced in the administration of probate, non-probate and trust estates. Our experience includes the following matters:

• Advising clients on all issues pertaining to estate planning, including avoiding probate, planning charitable gifts, using trusts to control distributions to children, and reducing or eliminating gift, estate and generation-skipping transfer taxes;

• Preparing estate plan documents, including wills, revocable living trusts, irrevocable trusts, family limited partnerships and family limited liability companies;

• Reviewing existing estate plan documents and providing advice pertaining to those documents;

• Advising clients regarding incapacity planning, including the use of powers of attorney and health care directives;

• Representing fiduciaries in the administration of probate, non-probate and trust estates;

• Advising personal representative and trustee clients regarding fiduciary duties and obligations; and

• Preparing and filing federal and state estate tax returns and fiduciary income tax returns for trusts and estates.

The following resources may be helpful in the estate planning and estate administration process:

• Estate Planning Questionnaire
• Probate Questionnaire
• Probate Estate Settlement Process
• Trust Estate Settlement Process

Randall W. Sayers
Paul D. Funke