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 charitable giving. We often assist
clients in wealth transmission through the following:
- preparation of wills, living wills and powers of attorney
for disability
- generation-skipping tax planning
- corporate recapitalizations for estate planning
- annual gifting 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
The following attorneys at Keefer Wood Allen
& Rahal, LLP provide estate planning and
administration services:
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