Estate Planning, Wills, & Trusts
Estate Planning Questionnaire
It is most helpful (as well as cost efficient) if you fill out these pages and send them to us prior to your appointment. However, please do not delay your appointment for lack of answers, since we can assist you with troublesome items at our conference. Please do the best that you can! Click here to download the questionnaire >>We can assist you with estate planning, reduction of estate taxation, and the administration of trusts and decedents’ estates, including post-mortem estate tax planning. We help trustees with trust administration and executors with estate administration. We advise personal representatives on the tax considerations involved in the administration of trusts and estates, including issues regarding estate, gift, and individual income taxation, as well as the income taxation of trusts and estates. We represent beneficiaries, trustees, and personal representatives in disputes regarding decedent’s estates, the duties of personal representatives, hearings before the Commissioner of Accounts, and other related estate litigation.
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