Norris McLaughlin estate planning & administration attorneys have vast experience in all aspects of state, federal and international tax law, with a particular emphasis on the planning and administration of trusts and estates. Our goal is to assure that assets pass to the intended beneficiaries at as little cost as possible, including minimizing state and federal tax burdens which may require the use of sophisticated and creative planning techniques. Our estate planning and administration services include:
Estate and Tax Planning
Draft wills, trust agreements, powers of attorney and living wills
Structure lifetime gift-giving programs to maximize use of annual and lifetime transfer tax exclusions and minimize transfer tax costs
Plan for the succession of family businesses to younger generations
Establish charitable trusts and foundations
Plan for the disposition of insurance proceeds and retirement plan benefits
Estate and Trust Administration
Coordinate the probate of wills and the valuation and collection of estate assets
Make distributions of assets and provide additional support to beneficiaries
Prepare estate, gift, generation-skipping, income, and inheritance tax returns
Handle federal estate tax audit and state inheritance proceedings
Represent clients before the Internal Revenue Service and the U.S. Tax Court
Post-mortem tax planning
Probate litigation – will contests, interpretations of wills and trusts, guardianship issues
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