Duckor Metzger & Wynne, APLC’s estate planning attorneys assist clients who have worked diligently throughout their lifetimes to establish financial security. Having an up-to-date estate plan is a crucial step in protecting and preserving an estate – regardless of its size. A comprehensive estate plan preserves an estate for the benefit of the intended beneficiaries in a directed manner while reducing or eliminating potential taxes and avoiding unnecessary court proceedings for issues such as a probate, conservatorship and/or guardianship. DMW attorneys bring vast experience to help clients establish and implement their estate planning objectives and goals.
In many cases, post-death planning and administration of a client’s trust can be as important as the pre-death planning. Estate tax, trust and probate laws are constantly changing and require proper advice and planning to navigate efficiently.
If a probate court proceeding becomes necessary, DMW’s attorneys are well-versed to handle it.
Estate Planning
- Revocable Living Trusts, Pour Over Wills, Durable Power of Attorney for Asset Management and Advance Health Care Directives
- Credit Shelter Trusts, Qualified Terminal Interest Property Trusts (QTIP Trust) and Generation Skipping Trusts
- Family Succession Planning for Closely Held Business Interests
- Irrevocable Trusts Including Life Insurance Trusts, Crummey Trusts, Irrevocable Trusts for Minors, Defective Grantor Trusts and Qualified Personal Residence Trusts
- Family Limited Partnerships and Limited Liability Companies
- Charitable Planning and Gifting through Charitable Remainder Trusts, Charitable Lead Trusts and Various Other Means
- Domestic Partners, Same Sex Marriages, Non-Resident Non-Citizens and Resident Non-Citizens
Trust Administration
- Satisfying Notice Requirements and the Division of the Trust Estate Among Subtrusts
- Preliminary Distribution and/or Final Distribution Plan Preparation
- Asset Collection, Valuation and Distribution Including Satisfaction of Creditors and Required Accounting and Report Preparation
- Consult and Advise Beneficiaries
- Assist and Advise Taxable Estates
- Prepare and File Petitions for Construction of a Trust Instrument, Trustee(s) Account and Reports Approval and/or Property Trust Confirmation
Probate Related Proceedings
- Probate Administration of a Resident Decedent’s Estate
- Ancillary Administration of a Non-Resident Decedent’s Estate
- General Conservatorships
- Limited Conservatorships
- Guardianships