ESTATE PLANNING

Attorneys practicing in this area:

 

            Keith L. Foster                              Jill M. Tritt

Our firm handles all aspects of estate planning, will & trust drafting, probate and trust administration.  Our in-depth knowledge of federal and state transfer tax law, we develop estate plans tailored to the individual client. This process involves our analysis of the client's and the family's relationships, needs, charitable wishes, and other personal and financial goals. We then develop an estate plan and, upon the client's approval, prepare wills, living wills, powers of attorney, health care powers of attorney, various types of trusts, family and limited partnerships, limited liability companies and partnerships, corporations and other documents necessary to implement the plan to help our clients achieve their goals at the lowest possible tax cost. In addition to document preparation, we counsel clients with regard to various estate and financial matters such as the use of life insurance, family and charitable gifting programs, and legal techniques available to minimize both income and estate tax and maximize family inheritance. We regularly attend conferences and seminars given by nationally recognized groups and belong to professional organizations which are specifically organized to assure that its members have the latest information available to assure the highest quality service to our clients.

  • Trust Based Planning
  • Will Based Planning
  • Powers of Attorney
  • Guardianship Avoidance
  • Probate Avoidance
  • Use of Life Insurance
  • Tax Planning
  • Asset Protection
  • Business Succession Planning
  • Charitable Gifts

These materials have been prepared by Foster, Buick, Conklin, Lundgren & Tritt, LLC, for informational purposes only and are not intended as legal advice. Transmission of this information is not intended to create, and receipt does not constitute, an attorney-client relationship between the sender and receiver. Internet subscribers and online readers should not act upon this information without first seeking professional legal counsel.