Practice Areas
Wills, Trusts & Estates
The Wills, Trusts, and Estates group at Peterson & Myers represents clients in a full spectrum of estate planning, probate, trust administration and litigation. Our estate planning services include advising clients regarding the distribution of their assets, business succession planning, probate avoidance, and minimizing estate, gift and generation skipping taxes. Our estate planning attorneys work with a wide variety of clients from preparing simple wills to preparing the most sophisticated of estate plans. We also represent clients in the administration of trusts, estates and probate, with our probate and trust attorneys routinely handling all levels of estate and trust administration and litigation. The members of our Wills, Trusts, and Estate group work closely with our clients’ financial and insurance advisors, accountants, banks, and other professionals to arrive at the most beneficial results for our clients.
The Peterson & Myers Wills, Trusts, and Estate group provides legal counsel for the following areas:
- Will and Trust preparation
- Estate tax, gift tax and generation skipping tax planning
- Life Insurance planning and the use of irrevocable life insurance trusts
- Income tax considerations
- Charitable gift planning and the use of charitable remainder and charitable lead trusts
- Family and business succession planning
- Use of family limited partnerships and other entities
- Estate and Trust administration
- Probate
- Probate and Trust litigation
- Preparation of estate tax returns
- Living Will
- Health-Care Surrogate
- Power of Attorney
- Guardianships
We would welcome the opportunity to meet with you to discuss your estate planning, trust and estate needs.
