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