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.