Wills, Trusts, and Estates
From simple wills and trusts to sophisticated and complex estate and trust planning, the attorneys of Blackburn, Maloney and Schuppert take into account the goals of the family or business, federal and state tax laws, and the specific needs of the client. The firm’s attorneys represent individuals, business owners, family-owned businesses, corporations, limited liability entities, and limited partnerships, among others.
The firm’s estate and trust planning services are closely tied to the firm’s skill in tax law. The attorneys work personally with each client, examining asset ownership and developing overall strategies to determine the best course of action to achieve client goals. In addition, the firm looks to minimize the client’s federal and state gift and estate tax liabilities during the transfer of resources from generation to generation, prepare for the transition of a business from one owner to the next, and address other business and family goals. Additionally, the attorneys assist clients with planning for circumstances that can affect their business or family, including the death of a business owner or family member, or the sale of a business.
The firm also assists clients with their goals for retirement, through tax deferred account planning and a survey of the client’s assets and income. Often the attorneys help clients with wealth management matters, working with investment companies and financial advisors. The firm also assists clients with the establishment of trusts and foundations, as well as the establishment of guardianships and conservatorships for both minors and incapacitated adults.
Estate and Trust Planning Services
- Powers of Attorney for business & health care decisions
- Advance Directives for Health Care
- Estate and Gift Tax Planning
- Estate Tax Returns
- Gift Tax Returns
- Charitable Planning
- Creation of Foundations
- Disability Planning
- Special Needs Trusts
- Business Succession Planning
- Retirement Benefit Planning
For more information, please contact one of the following attorneys: