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 Probate, Trust, and Estate
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PDF version of this practice group description.
At Damon & Morey LLP, we are keenly aware
of the fact that estate planning is a personal and highly individualized
matter. We work with the client to identify his or her wishes and goals,
to obtain family and financial information and to develop the documents
that are required to accomplish the client’s objectives.
In addition to designing personalized
methods in order to execute a client’s wishes, our goal is to maximize
tax benefits (estate, gift, generation skipping and income tax benefits)
and to minimize the costs of the ultimate transfer of assets to the
client’s beneficiaries. This is accomplished through careful planning
throughout a client’s life and effective administration following death.
In addition, we often assist personal representatives, trustees, and
beneficiaries on how to handle estate administration to optimize all tax
benefits. Our Business and Corporate attorneys work closely with
our Trust and Estate Department to provide the proper scope of expertise
for small business owners developing an estate plan.
Because estate administration can be very
intimidating, our objective is to execute the wishes of the deceased as
smoothly as possible. The attorneys in our estate department explain
aspects of the estate plan to the beneficiaries and the personal
representative and trustee. In many instances, we will oversee the
collection and distribution of assets, recordkeeping, estate and income
tax return preparation, representation of the fiduciary and probate
proceedings, as well as related litigation. We believe that it is
important to assist our clients in recognizing their estate planning
options and to help them keep aware of changing rules.
Additionally, Robert J. Plache, the most
senior member of the Department, is a fellow of the American College of
Trust and Estate Counsel and a former member of the International
Academy of Estate and Trust Law. He is currently listed in the
national directory as one of The Best Lawyers in America
© [Estates].
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