Wills, Trusts & Estate Planning

Wills, Trusts & Estate Planning

Our attorneys that provide counsel in this area of practice :

The firm handles disputes with companies over the administration, payment and handling of any types of employee benefit plans including: insurance plans, severance plans, pension plans and welfare plans

Fox Wackeen advises clients who require assistance in the complex area of estate planning. It is the purpose of our estate planning attorneys to provide clients with proper management of financial and personal matters, to protect assets, to preserve wealth by minimizing expenses and taxes, and to distribute gifts to intended beneficiaries in the most appropriate manner.

 The firm offers services in all aspects of estate planning, including:

  • Preparation of wills, trusts and other documents for estate and gift planning
  • Estate, gift and generation-skipping transfers, tax analysis and planning
  • Structuring asset ownership to avoid probate
  • Insurance analysis and planning
  • Lifetime and testamentary charitable giving
  • Specialized assistance for professionals and professional associations
  • Techniques for owners of closely-held businesses, including estate freezing, management control, and succession planning

The firm also assists with individual disability planning through health care surrogate appointments and related advanced directives regarding future medical treatment, living wills, and durable powers of attorney.

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