The LPS estate planning and administration section provides individualized advice to clients regarding both estate planning and the administration of trusts and estates.
Our estate planning section focuses on family wealth transfers and closely held business planning, giving due consideration to gift, estate, generation-skipping, and other transfer taxes. We have considerable experience in preparing wills, revocable and irrevocable trusts, including insurance and charitable trusts, and durable powers of attorney. We also advise clients regarding the advantages of lifetime giving and appropriate disposition for retirement plan benefits.
The firm's estate planning clients include owners of closely held businesses, attorneys, physicians and other professionals, corporate executives, retired persons, entertainers, and authors.
We focus on probate, estate administration, distribution of assets from estates and revocable trusts after death, the preparation of estate tax returns, and the representation of clients on audit of such returns. Our estate administration section is complemented by attorneys with considerable litigation experience in estate and trust matters.