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what we do / Estates, Trusts & Probate

grow and protect your wealth to match your objectives
overview

Our Estates, Trusts and Probate attorneys counsel families and individuals, owners of closely held businesses, banks and trust companies, entrepreneurs and private investors with regard to estate planning, wills, trusts, power of attorney and other estate planning documents, probate and trust administration and litigation and taxation of estates and trusts. Our clients look to us for practical and efficient plans to achieve their family and business objectives and draw upon our many years of experience at all levels of estates, trust and probate matters.

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areas of emphasis

  • Formulating estate plans to reduce estate taxes and generation skipping transfer taxes
  • Drafting Wills, Trusts, Powers of Attorneys, and other Estate Planning Documents
  • Providing advice as to charitable giving and drafting appropriate documents
  • Handling of administration of estates of all sizes
  • Preparing gift tax returns, estate tax returns and income tax returns for individuals, estates and trusts
  • Planning for corporate succession including analysis of Internal Revenue Code
  • Section 2701-2704
  • Handling Estate, Trust and Probate Litigation cases
  • Representing fiduciaries in estate tax audits
  • Administering guardianships and providing advice to guardians
  • Providing advice to Bank Trust Departments and Trust Companies, including issuing legal opinions in complex trust and tax cases
  • Handling all aspects of trust administration and trust law
  • Preparing pre-marital agreements

Representative Clients

  • Families and Individuals
  • Owners of closely held businesses
  • Professionals, including doctors, lawyers, and dentists
  • Banks and Trust Companies
  • Corporate Executives
  • Entrepreneurs
  • Private Investors
  • Real Estate Developers

Key Contact

Susan L. Racey
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