Estate
Planning-Estate and Trust Administration
Bill Rogers, John
Cloud, Jim Kordik, and Michelle Vollmar provide
a wide array of estate planning services, from
the creation of a basic estate plan to pass assets
to younger generations to a more intricate plan
involving both individual and charitable beneficiaries
or the succession of a business.
In addition to helping clients organize their
affairs before death, we also assist in the estate
and trust administration process to insure that
a client’s estate planning objectives are
carried out in accordance with the client’s
wishes. The death of a client causes a great deal
of sadness and uncertainty for the client’s
survivors. During this difficult time, we strive
to minimize the uncertainty, confusion, cost and
liability that the client’s beneficiaries
might otherwise experience.
We can provide representation
and guidance in the following estate planning
areas:
- Last Wills and Testament
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Charitable Trust Planning, including Charitable
Remainder Trusts
- Qualified Personal Residence Trusts and Qualified
Domestic Trusts
- Special Needs Trusts
- Generation Skipping Transfer Tax Planning
- Business Succession Planning
- Family Limited Partnerships
- General Durable Powers of Attorney, Durable
Powers of Attorney for Health Care and Living
Wills
We can provide representation
and guidance in the following estate and trust
administration areas:
- Probate Administration
- Ancillary Probate Administration
- Will Contests and Will Constructions
- Federal and State Estate Tax Planning and
Return Preparation
- Fiduciary Income Tax Planning and Return Preparation
- Guardianships and Conservatorships
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