Estate Planning and
Administration of Trusts and Estates
The objective of this practice group is to assist clients in achieving
their estate planning goals in a timely and cost-efficient manner.
Through the optimal use of state and federal tax law opportunities,
proper estate planning can save a substantial amount of time
and expense. A person's estate plan becomes effective through
the use of various types of legal documents, such as a Will,
a Durable Power of Attorney, a Community Property Agreement,
and/or different types of Trusts.
In addition, Landerholm, Memovich, Lansverk and Whitesides,
P.S. provides advice, administrative support, and document preparation
with regard to gift and estate tax matters, Medicaid planning,
transfers to family members and charities, probate of estates,
and trust administration in accordance with the terms of the
trust document and all applicable laws.
Estate Planning Questionnaires
Prepare for your meeting with an attorney or advisor.
The professionals practicing in this area include: T.
Randall Grove, Elizabeth
A. Perry, Philip
B. Janney, and Kaye
J. Nelson, CPA. Please see their biographies for more detailed
information on each of the respective attorneys.
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