At McDonald Law Group, our trusts and estates group can assist you with a full service, sophisticated estate planning practice including assistance with intergenerational transfer of wealth and complex vehicles to minimize estate tax liability.
Working with accountants, investment advisors, trust officers, insurance professionals, and other professional advisors, we assist our clients with a range of sophisticated, as well as basic, estate planning services, providing personal service to clients in order to achieve their families' goals:
- Preparation of wills
- Preparation of powers of attorney
- Preparation of living wills and health care documents
- Contested and uncontested probate
- Representation of executors and trustees
- Preparation of federal and state estate tax filings
- Sophisticated estate planning services
- Advice on intergenerational transfer of wealth
- Succession planning for family-owned businesses
- Structuring of charitable giving through use of trusts and foundations
- Trust administration and trust litigation
Email us or call us at 1-866-473-2496 to consult with McDonald Law Group regarding your estate planning needs.
Probate and Estate Administration
We also support clients through the probate process in a compassionate and understanding manner. Our trust and estate attorneys assist fiduciaries in administering estates and trusts. We advise executors and trustees on implementing wills and trusts, probate procedures, preparing tax returns, valuation of assets, and rendering estate and trust accountings, including will contests related to incompetence, allegations of undue influence, ineffectively revoked wills and failure to conform to state statutes.
To work with our women-owned law firm that offers services personally tailored to your estate planning and probate needs, contact our lawyers by e-mail or by calling 1-866-473-2496.
