Estate Planning and Administration Services

Client Services

Estate planning and administration involves federal and state taxation, transfers of property, and planning for management of personal and business assets. Our experienced attorneys help clients and their beneficiaries protect assets from unnecessary taxes and liabilities. We often work closely with our clients' accountants, financial planners, insurance agents, and trust officers. Our fees for estate planning and administration services are competitively priced and are not based on a fixed percentage of the assets involved.

The estate and tax lawyers of the firm have experience in working with family businesses to create effective succession plans, including the creation of buy/sell agreements and family partnerships. We also advise organizations and individuals on gift planning and charitable giving. We often assist clients in wealth transmission through the following services:

Preparation of wills, living wills, living trusts, and powers of attorney.
Generation-skipping tax planning.
Business reorganizations for estate planning purposes.
Gift planning for family members and others.
Creation of trusts, including charitable and life insurance trusts.
Preparation of estate and gift tax returns.
Retirement account withdrawals and distributions.
Marital agreements.
Trust accounting and fiduciary income tax matters.
Family limited partnerships and limited liability companies.

The following attorneys at Keefer Wood Allen & Rahal, LLP provide estate planning and administration services: