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Estate Planning, Trust and Probate

Overview

The Estate Planning, Trust and Probate Group of Eastman & Smith provides a full range of personal and confidential services to our clients including estate planning, business, tax, probate and trust administration. Our attorneys are highly respected and have considerable expertise in individual estate planning, charitable planned giving, probate administration, trust administration, business structuring, business succession planning, general tax planning and qualified retirement planning.

In order to meet the objectives of each client, we listen carefully and consider the many factors involved in preparing individually tailored planning strategies using the most current and appropriate techniques. We strive to make working with us easy and straightforward. First, we schedule an initial consultation to obtain information and outline the legal services to be performed. We will then estimate the fees involved so that you will have an idea of the cost up front. If the circumstances or assumptions of the engagement change, we will inform you if there will be added cost. Finally, we will proceed to complete the work in a timely manner.

Personal Estate Planning

  • Disclaimer trusts
  • Distribution planning and customized beneficiary designations for IRA's and qualified plans
  • Dynasty trusts
  • Educational funding strategies
  • Elder Law
  • Estate and gift tax controversies and audits
  • Estate beneficiary controversies
  • Financial power of attorney
  • Generation skipping trusts
  • Gifting programs using leverage
  • Grantor retained annuity trusts (GRATs)
  • Health care powers of attorney
  • Intentionally defective irrevocable grantor trusts
  • Irrevocable insurance trusts
  • Life insurance planning including split dollar arrangements
  • Living wills
  • Medicaid Planning
  • Post mortem planning including qualified disclaimers
  • Pourover and simple wills
  • Qualified personal residence trusts
  • Revocable living trusts

Business Planning & Business Succession Planning

  • Asset protection plans
  • Business succession plans
  • Buy-sell agreements
  • Family limited partnerships
  • Limited liability companies
  • Qualified retirement plans and IRAs
  • Salary continuation plans

Charitable Planning

  • Charitable organizations
  • Charitable trusts
  • Family foundations
  • Outright gifting and planned gifting programs

We welcome you to contact one of our attorneys to see how we may assist you.

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