Our attorneys will help you analyze and select a flexible life-long estate plan to minimize your tax obligations while preserving wealth for yourself and your loved ones, and provide for effective and strategic asset distribution in accordance with your objectives.

We facilitate and implement your wishes from planning, drafting, execution, administration, and review and revision, to probate administration and final distribution. We are experienced with the preparation and execution of complex wealth transfer and estate management techniques. For those with children, we prepare wills that provide for guardianship and maintenance.

When life's changes call for a review - such as divorce, diminished or increased asset valuation, you have a child, an heir or administrator becomes incapacitated or dies, or the law that affects your estate changes - we take a fresh look at your plan.

Representative services:

Wills (simple and complex) Living trusts Charitable giving trusts Irrevocable gift trusts Generation skipping trusts Life insurance trusts Income and annuity trusts Family limited partnerships (FLPs)

Private Annuities Business succession planning Qualified Personal Residence Trusts (QPRTS) Grantor retained annuities (GRAT) Qualified terminable interest property (QTIP) Credit shelter planning Children's trusts Gift Tax Exclusions Trusts (Crummey Trusts) Intentionally defective grantor trusts

Related services:

Estate Administration;   Tax Planning;   Litigation

Stein McGuire will help guide you through the legal process by which a person's debts are paid and assets distributed upon death. This includes the probate process as well as the administration of trusts and other non-probate transfers to ensure the estate is distributed appropriately and effectively with a minimum tax impact.

Representative services:

Probate of wills and appointment of fiduciaries Post mortem tax planning to minimize estate and income taxes for the estate and its beneficiaries Collection of decedent's assets Payment of debts Trust funding and asset distribution

Managing fiduciaries and trustees Timing and structure of sale or disposition of estate assets, to include business interests Preparation of Federal and State death tax returns Calculation and payment of estate taxes Will contests and other estate administration controversies

Related services:

Wills, Trusts & Estate;   Tax Planning;   Litigation