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Estate and Financial Planning Department
Experience
We take pride in our ability to provide a full range of practical
solutions to help clients develop customized estate plans.
We prepare the necessary documents to put the plans into effect,
which may include marital property agreements, wills and trust
arrangements, living wills, and power of attorney documents.
We also assist in all phases of gift planning, including gifts
to family members and to charities. We focus our creative
efforts on minimizing taxes for our clients. We help owners
of businesses plan for the orderly and efficient succession
of their businesses. We also advise individual and corporate
fiduciaries regarding tax matters and estate and trust administration.
Our Attorneys can assist you with a plan to minimize the
complexities of estate planning and probate for those who
will manage your affairs in the future. We will work with
you to explore options that suit your needs.
Our Estate and Financial Planning Department helps clients
build and preserve their wealth, both for themselves and for
their heirs. Our Attorneys advise individuals and corporate
executives on matters regarding both tax and financial planning,
and estate and trust administration. In this way, we serve
as counselors and personal advisors to individuals and corporations.
Our estate planning services include a comprehensive and continuous
analysis of the clients' assets and incomes in relation to
their financial and personal goals.
We also counsel owners of closely-held businesses, including
farms and ranches, as to succession planning and related matters.
We advise individuals and trustees on estate, gift and tax
planning and asset protection planning. We draft wills and
probate estates, establish and terminate trusts, and form
and advise charities. Together with our Litigation Department,
we litigate matters involving all aspects of fiduciary liability,
will and trust disputes, and gift, death and fiduciary income
tax disputes.
Our complete estate planning services are designed to provide
our clients with tax-efficient estate plans which are sensitive
to family and business circumstances. Our Attorneys can assist
you with a plan to minimize the complexities of estate planning
and probate for those who will manage your affairs in the
future.
We would be delighted to help you with your legal questions.
Please contact our office, toll free, at 800-333-5201, 24
hours a day, or send us an email
to schedule a consultation with one of our Attorneys.
Practice Areas
With our assistance, you can make informed decisions regarding:
 Estate
Planning (wills, living wills and power of attorney)
Living
Trusts
Gifting
Life
Insurance Trusts
Beneficiary
Designations for Life Insurance, IRA, 401-K, other Pension
and Profit Sharing
Tax
Minimization or Avoidance
Probating
Estates informally, or Court Supervised
Non-probate
Transfers of Joint or Survivorship Marital Property
Federal
Estate Tax Returns
Distribution
of Assets
Termination
of Trusts
Will/Trusts
Contests
Probate
Litigation
Will/Trust
Defense
Family
Business Succession Planning
Trusts, Wills, Probate And Estate Team
Robert M. Sigman
Richard A. Stack, Jr.
Christopher H. Evenson
Aaron J. Janssen
Brian P. Hodgkiss
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