Preparing For Your Future

 

Managers-5Our experienced Estate Planning Practice Group advises clients regarding individual estate planning goals for their spouses, children, parents, businesses, alma maters, and charities. At UBA, we work to simplify and provide clarity on the complex principles of federal estate tax laws to achieve our client’s goals with minimum estate, gift, and property tax consequences.

 

Estate planning generally begins with the creation of a trust, wills, and durable powers of attorney for healthcare, directives, and financial management. Depending upon our client’s needs, we can also establish separate business entities and prepare insurance and trusts. Further, we help our clients reduce their taxable estate through lifetime gift planning, family limited partnerships or limited liability corporations, and use of various trusts.

 

At UBA we also help beneficiaries deal with the probate process. Our Estate Planning Practice Group assists clients with the court procedure necessary upon a family member’s death and to avoid its jurisdiction when appropriate. Our involvement includes obtaining court approval of complex sale transactions and resolution of will contests and other disputes involving the decedent’s estate. We also work closely with our Family Law Practice Group on other matters including conservatorship and guardianship proceedings and continuing court supervision of certain trusts.