Estates & Trusts


Estate & Trust Lawyers

The lawyers in The Marsh Firm’s Estate Department work closely with clients to identify and achieve their goals. It is the primary objective of our attorneys to conserve and transfer family wealth, all while minimizing administrative costs and taxes. Our clients include individuals, families, businesses and fiduciaries, and our lawyers are regularly involved in planning and administering estates of all sizes.

Our attorneys have considerable tax and accounting expertise to closely monitor changes in tax law and tailor our clients’ estate plans with care, always keeping their particular goals in mind. We have extensive experience in the following:

  • Trust development and Administration
  • Revocable living trusts
  • Wills with testamentary trusts
  • Optimal marital deduction planning
  • Irrevocable life insurance trusts
  • Gift and charitable giving programs, including the use of charitable lead and remainder trusts and private foundations
  • Generation-skipping transfer tax planning techniques
  • Estate valuation freezing plans
  • Analysis of available discounts in valuing business assets
  • Family general and limited partnerships and limited liability companies
  • Durable Powers of Attorney and Advance Health Care Directives
  • Estate and Probate Administration

The department also handles all aspects of estate and trust administration, including opportunities for “post-mortem” estate planning using disclaimers, asset allocation decisions, intra-family sales, tax elections and other techniques to achieve optimal tax results and implement family needs and goals.

The department represents our clients in the probate and administration of decedents’ estates, conservatorships and guardianships, and regularly advise individual and corporate fiduciaries on their fiduciary duties. When necessary, we also represent clients in audits, appeals and litigation in Orphan’s Court and with the Internal Revenue Service in estate and gift tax matters.

Contact us today to speak with an expert in estates and trusts.


 

Do you have a Will?

  • Is it time to update the one you have?
  • Do you have a Power of Attorney and Health Care Directive (Living Will)?

Proper Estate Planning is important to preserve your assets and make sure your wishes are followed. It is less complicated and less expensive than you may think. Let one of our estate planning attorneys help guide the way.