Financial Institutions and individuals alike have engaged our Estates and Trusts Services Group to assist them with estate and trust issues, estate planning, drafting wills and trust agreements, probate actions and appeals, and estate and trust administration, and tax planning issues. Our Estates and Trusts Services Group practitioners have worked extensively with financial institution trust departments and are routinely retained for advice to create and implement solutions to the problems encountered by such fiduciaries. In addition, the Estates and Trusts Services Group counsels individuals and corporate fiduciaries and financial institution trust departments in matters involving estate and trust litigation and has extensive experience in litigating such issues.
Our Estates and Trusts Services Group practitioners frequently counsel executive management of our corporate clients on estate planning, federal estate, gift, generation-skipping transfer tax and inheritance tax issues as well as corporate succession and shareholder transfer issues. With regard to transfer tax issues, our practitioners are recognized authorities in planning asset ownership in estate and trust structures in order to minimize estate and inheritance taxes.
The core of the services provided by the Estates and Trusts Services Group includes the following:
- Estate Planning
- Preparation of Powers of Attorney and “Living Wills”
- Drafting of Wills and Trust Agreements
- Probate Actions and Appeals
- Estate and Trust Administration
- Federal Estate Gift and Generation-Skipping Transfer Tax and Inheritance Tax Issues
- Trust Department Issues
- Estate and Trust Litigation Services
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