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From Estate
Planning and Administration to Wills and Trusts
Estate planning and administration requires attorneys experienced
in guiding clients through complex, and many times, emotional
planning or disputes. Our estate attorneys support clients
with a wide variety of expert services in the planning and
administration of trusts and estates. We avoid the “one
size fits all” approach to planning. When a pre-marital
agreement is indicated, our family law attorneys work with
our estate planning attorneys to negotiate and draft appropriate
agreements.
We advise clients on income and estate taxes (state and federal),
gift taxes and generation-skipping taxes. In addition, we
assist in planning for closely held businesses, partnerships,
real estate and life insurance, charitable trusts, public
charities, private foundations, and marital and charitable
deductions. These plans are incorporated into wills, revocable
and irrevocable trusts, pre-marital agreements, health care
directives, and retirement benefits. We prepare federal estate
tax returns, gift tax returns and federal and state fiduciary
income tax returns as well as returns for private foundations.
Whether representing banks, trust companies, not-for-profits,
or individuals, our goal is to provide thorough, understandable
guidance and administration, and, if necessary, litigation.
We represent fiduciaries in suits for aid and direction and
other court proceedings. As a mid-size regional firm, our
clients have an advantage with Clarke, Dolph, Rapaport, Hull,
Brunick & Garriott, as our business, real estate and tax
attorneys work collaboratively to craft responsible and practical
solutions to estate planning and trust and estate administration
challenges.
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