Estate Planning

 

Recognition of the desires of each client is a cornerstone of our estate planning practice. We counsel each client individually with respect to alternatives only after we obtain a complete understanding of a client’s financial position, goals and desires. Our practice in this area includes:

 

     *Trusts and wills

     *Charitable giving, including annuities, remainder

      trusts and other tax-advantaged giving

     *Guardianships and conservatorships

     *Will probate and estate administration

     *Estate, gift, generation skipping and excess

      accumulations tax planning

     *Estate-related litigation

     *Benefits for the elderly

     *Life insurance trusts

 

For the business owner, effective estate planning requires coordination of individual planning with a business plan and goals for business succession.

 

The attorneys in our Estate Planning Department are:

 

      Nick R. Taylor, Chair

      Susan J. Spahn     

 

They will be glad to assist you with your estate planning needs.

 

 

 

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AREAS OF PRACTICE

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