|ESTATE PLANNING & PROBATE
The Firm advises and counsels
clients on transferring property during lifetime or
upon death utilizing special techniques to minimize
federal and state tax liabilities. Emphasis is placed
on business succession planning and the orderly transfer
of assets to family members. In administering trusts
and estates, the firm assists the personal representative
with asset collection, paying of debts and expenses,
property valuation issues and the preparation of probate
accountings and federal and state estate tax returns.
The Firm also prepares federal and state gift tax
returns when assets are transferred.