ESTATE AND TRUST PLANNING AND ADMINISTRATION

Supervising Attorney: Thomas M. Owlett

Estate Administration: We use technology to efficiently administer estates in a timely manner. Our fees for estate administration are competitive and are not based upon the size of the estate.

Estate Planning: We prepare Wills and Trusts to maximize testamentary desires while minimizing estate administration and federal and state death taxes. Revocable Living Trusts are not recommended unless they fit the overall estate planning objectives of the client.

Trust Accounting/Investment Supervision: We analyze investment statements at cost and market values to prepare periodic investment reviews and accountings. We counsel Trustees and beneficiaries. We prepare fiduciary income tax returns.

Charitable Planning: We advise clients on the alternative methods of charitable giving. We create and administer private foundations as well as represent various foundations in administering grants and preparing Form 990-PFs. We assist public and private charities to obtain tax-exempt status from the Internal Revenue Service.